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.
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.
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.
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.
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.
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.