The Human Side of Money Ep. 84: A Three-Step Guide To Transform Your Relationship With Money with Bari Tessler
Bari Tessler walks us through her 3-step framework to help clients transform their relationship with money.
The Human Side of Money Ep. 83: 3 Proven Techniques To Enhance Your Questions And Elevate Your Conversations
Brendan reveals 3 proven techniques for financial advisors to enhance their questions and elevate their conversations with prospects and clients.
The Human Side of Money Ep. 81: A Framework To Facilitate Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part I)
Josh Gilliam dives into the framework that he built to facilitate better conversations and connections with clients and prospects.
The Human Side of Money Ep. 79: Behavioral Finance Principles That Actually Improve Financial Behavior with Barry Ritholtz
Barry Ritholtz shares how Ritholtz Wealth Management embeds behavioral finance throughout their process to improve client behavior.
The Human Side of Money Ep. 78: The Art of Asking Great Questions That Get Great Answers with Warren Berger
Warren Berger is the world's foremost authority on asking questions, and he explains the art of asking great questions that get great answers from clients and prospects.
The Human Side of Money Ep. 77: Best Questions For Each Step Of The Client Journey
Brendan reveals the best three questions financial advisors can ask at each stage of the client journey.
The Human Side of Money Ep. 76: Emotionally-Compelling Conversations To Fast-Track Trust And Likability with Deirdre Van Nest
Deirdre Van Nest shares how to fast-track your trust factor with prospects by communicating in an emotionally-compelling way.
The Human Side of Money Ep. 75: Understanding The Brain To Ignite Motivation Within Clients And Prospects with Ted Klontz
Ted Klontz explains what advisors need to know about the brain in order to improve motivation, communication, and connection with clients and prospects.
The Human Side of Money Ep. 74: Positioning Behavioral Coaching, Top 3 BeFi Ideas, and Introducing Values to Long-Time Clients
Brendan answers questions from advisors around the world on mastering the human side of advice.
The Human Side of Money Ep. 73: The Evolution Of The “Human Dimension” And Helping Clients “Live Big” with Dave Yeske
Dave Yeske describes the presentation he saw in 1995 that served as a turning point for the human dimension in financial advice and details how his firm helps clients "Live Big."