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.
The Human Side of Money Ep. 51: The Financial Therapy Skills & Techniques Every Financial Advisor Needs with Dr. Kristy Archuleta
Dr. Kristy Archuleta breaks down the key skills and techniques from financial therapy that financial advisors can adapt to enhance client relationships and change client behavior on the path to better outcomes.
The Human Side of Money Ep. 38: A Framework For Understanding And Navigating The Dynamics Of Working With Couples with Ed Coambs
Ed Coambs combines a background in financial planning and financial therapy to help advisors navigate the dynamics of working with couples on the path to financial intimacy.
The Human Side of Money Ep. 26: Financial Therapy Skills 101 For Financial Advisors with Nathan Astle
Nathan Astle helps advisors who don't want to be full-fledged financial therapists develop and hone the most critical skills from financial therapy that lead to better connection, and ultimately, better outcomes.