The Human Side of Money Ep. 96: Why Advisors Shouldn’t Give Advice (And What To Do Instead)
Brendan explains why financial advisors should stop giving advice to their clients and what they can do instead that's actually more effective.
Brendan explains why financial advisors should stop giving advice to their clients and what they can do instead that's actually more effective.
Ashley Quamme explains what financial advisors need to know about navigating the dynamics of working with couples and their money.
Samantha Lamas and Danielle Labotka explain their research on the actual reasons that clients hire and fire their financial advisors.
Libby Greiwe reveals the exact systems she built to scale the human-to-human connection throughout her advisory business.
Brendan shares how one email can win clients and their trust.
Michael Thomas explains how financial advisors can use financial empathy and data visualization to influence client behavior for the better.
Brendan shares how to build instant trust and get clients to reveal more information by mirroring their words.
Hannah Moore discusses how she incorporates the human element into her planning process so that the technical knowledge aligns with the client's life.
A collection of the best insights and widsom over the last three years of the show to help advisors conduct the ultimate intro meeting.
Brendan shares how turning a client's vague goals into a vivid vision builds their motivation and enhances their life.