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.
Brendan breaks down how to improve clients' follow-through by focusing on making the advice reasonable rather than optimal.
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.
A collection of stories from advisors around the world sharing how the human side has impacted both their clients and their practice.
Brendan explains everything you need to know about understanding the forces from the past and future to create better outcomes in the present.
Jake Northrup reveals what he does in every meeting to infuse the human element and help his clients live their ideal lives.
Meghaan Lurtz provides a blueprint for financial advisors to conduct re-discovery meetings with their long-term clients.
Brendan explains why financial advisors should stop giving advice to their clients and what they can do instead that's actually more effective.
Ashley Quamme explains what financial advisors need to know about navigating the dynamics of working with couples and their money.
Samantha Lamas and Danielle Labotka explain their research on the actual reasons that clients hire and fire their financial advisors.
Christine Benz explains the psychology of retirement spending and shares why she decided to prioritize peace of mind when it comes to financial decisions.