The Human Side of Money Ep. 53: The Psychology Of Decision-Making In Financial Planning with Hal Hershfield
Hal Hershfield shares his research on the psychological insights that help clients improve their financial decisions and behaviors.
The Human Side of Money Ep. 52: Developing Emotional Intelligence (EQ) To Transform Relationships With Clients and Prospects with Beverly Flaxington
Beverly Flaxington explains the keys to understanding human behavior and developing emotional intelligence to transform your relationships.
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. 50: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part II)
Dr. Meghaan Lurtz explains why questions are so powerful and the keys to using them for creating connection and clarity with prospects and clients.
The Human Side of Money Ep. 49: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part I)
Dr. Meghaan Lurtz explains why questions are so powerful and the keys to using them for creating connection and clarity with prospects and clients.
The Human Side of Money Ep. 48: Crafting A Values-Driven Process To Attract And Acquire Ideal Clients with Bill Bachrach (Part II)
Bill Bachrach breaks down the values-based planning process he created to attract and acquire ideal clients with just one meeting.
The Human Side of Money Ep. 47: Crafting A Values-Driven Process To Attract And Acquire Ideal Clients with Bill Bachrach (Part I)
Bill Bachrach breaks down the values-based planning process he created to attract and acquire ideal clients with just one meeting.
The Human Side of Money Ep. 46: Defining “Enough” And “Off The Balance Sheet” Conversations with Jeremy Walter
Jeremy Walter shares why he opted to pursue enough rather than growth, how he talks about values with clients and how he uses his one-page financial plan.
The Human Side of Money Ep. 45: Designing A Discovery Process Designed To Maximize Return On Life with Mitch Anthony
Mitch Anthony explains the keys to designing a discovery process designed to maximize a client's return on life by using stories, asking questions, and focusing on transitions over goals.
The Human Side of Money Ep. 44: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part II)
Stephanie Bogan explains how advisors can uncover their limiting beliefs and master the mindset in order to achieve limitless growth in their business.