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. 101: Building A Human-First Approach Into The Fabric Of An Entire Firm with Shaun Erickson
Shaun Erickson takes us inside Single Point Partners to share exactly how to build a human-first approach into the fabric of your entire firm.
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. 98: Creating A Unique Money Vision To Build A Client’s Ideal Life with Jake Northrup
Jake Northrup reveals what he does in every meeting to infuse the human element and help his clients live their ideal lives.
The Human Side of Money Ep. 97: A Blueprint For Conducting “Re-Discovery” Meetings With Long-Time Clients with Meghaan Lurtz
Meghaan Lurtz provides a blueprint for financial advisors to conduct re-discovery meetings with their long-term clients.
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.
The Human Side of Money Ep. 95: Navigating The Dynamics of Working With Couples and Money with Ashley Quamme
Ashley Quamme explains what financial advisors need to know about navigating the dynamics of working with couples and their money.
The Human Side of Money Ep. 94: Why Clients Actually Hire & Fire Their Financial Advisors with Samantha Lamas and Danielle Labotka
Samantha Lamas and Danielle Labotka explain their research on the actual reasons that clients hire and fire their financial advisors.
The Human Side of Money Ep. 93: The Psychology of Retirement Spending and Prioritizing Peace of Mind with Christine Benz
Christine Benz explains the psychology of retirement spending and shares why she decided to prioritize peace of mind when it comes to financial decisions.