Learn the 9 guiding principles that create the foundation to master the human side of advice.
The Human Side of Money Ep. 70: Developing The Essential Communication Skills Every Advisor Needs with Dr. Jim Grubman
Dr. Jim Grubman explains how to develop and hone the skills that financial advisors need to improve their communication and connection with clients and prospects.
Dan Allison explains a process for financial advisors leveraging psychology that increases client referrals.
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. 67: How To Guide Comfortable Conversations That Actually Inspire Change with Jeremy Keil
Jeremy Keil takes us inside his meetings and explains how he uses motivational interviewing skills to actually inspire change.
The Human Side of Money Ep. 66: Establishing A Goal Hierarchy To Create More Meaningful Goals with Eric Trexler
Eric Trexler explains how to establish a goal hierarchy to create more meaningful goals for clients and prospects.
Learn the four pillars of conducting and delivering the ultimate discovery meeting that converts prospects into life-long clients.
The Human Side of Money Ep. 64: A Comfortable Approach For Turning Prospects Into Clients Without Being Salesy with Nancy Bleeke
Nancy Bleeke shares a framework for turning prospects into clients by collaborating rather than selling.
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. 62: The Psychology of Communicating and Delivering Advice with Dr. Derek Tharp
Derek Tharp shares psychological insights to help financial advisors improve the communication and delivery of their advice with clients and prospects.