The Human Side of Money Ep. 102: Delivering Advice That’s Easy To Implement By Making It Reasonable Not Rational
Brendan breaks down how to improve clients' follow-through by focusing on making the advice reasonable rather than optimal.
The Human Side of Money Ep. 100: A Collection of Advisor Stories Telling The Power of The Human Side
A collection of stories from advisors around the world sharing how the human side has impacted both their clients and their practice.
The Human Side of Money Ep. 99: Understanding How Your Client’s Past And Future Impacts Financial Decisions Today
Brendan explains everything you need to know about understanding the forces from the past and future to create better outcomes in the present.
The Human Side of Money Ep. 89: How Financial Empathy And Data Visualization Influence Client Behavior
Michael Thomas explains how financial advisors can use financial empathy and data visualization to influence client behavior for the better.
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. 68: The Best Ideas & Insights From 2022
A recap of the best ideas and insights from the show in 2022 to enhance your clients' lives and forever change the trajectory of your business.
The Human Side of Money Ep. 63: Defining Financial Purpose By Viewing Money As A Tool Rather Than A Goal with Derek Hagen
Derek Hagen explains how to take clients through a process that defines their financial purpose by focusing on money as a tool rather than a goal.
The Human Side of Money Ep. 59: Tools For Discovering And Changing A Client’s Money Mindset with Rick Kahler
Rick Kahler shares the tools every advisor needs to discover and change their client's money mindset since it drives the majority of financial decisions.
10 Insights To Master The Human Side Of Advice
After 50 podcast episodes, I boiled down hours of information into the 10 ideas and insights every advisors needs to know to begin mastering the human side of advice.
The Human Side of Money Ep. 56: 10 Insights To Master The Human Side Of Advice
After 50 podcast episodes, I boiled down hours of information into the 10 ideas and insights every advisors needs to know to begin mastering the human side of advice.