The Human Side of Money Ep. 71: 9 Guiding Principles For The Human Side of Advice
Learn the 9 guiding principles that create the foundation to master the human side of advice.
Learn the 9 guiding principles that create the foundation to master the human side of advice.
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.
Jeremy Keil takes us inside his meetings and explains how he uses motivational interviewing skills to actually inspire change.
Eric Trexler explains how to establish a goal hierarchy to create more meaningful goals for clients and prospects.
Nancy Bleeke shares a framework for turning prospects into clients by collaborating rather than selling.
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.
Chris Budd shares how financial advisors can learn what clients actually want from their money in order to help them become happier and more fulfilled.
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.