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. 91: The Email That Wins Clients And Their Trust
Brendan shares how one email can win clients and their trust.
The Human Side of Money Ep. 88: The Power of Mirroring Clients’ Words
Brendan shares how to build instant trust and get clients to reveal more information by mirroring their words.
The Human Side of Money Ep. 85: How (And Why) To Turn Clients’ Vague Goals Into Vivid Visions
Brendan shares how turning a client's vague goals into a vivid vision builds their motivation and enhances their life.
The Human Side of Money Ep. 83: 3 Proven Techniques To Enhance Your Questions And Elevate Your Conversations
Brendan reveals 3 proven techniques for financial advisors to enhance their questions and elevate their conversations with prospects and clients.
The Human Side of Money Ep. 80: The Golden Circle of Financial Advice: Understanding The Connection Between Goals And Values
Brendan reveals how understanding the connection between goals and values leads to a tribe of emotionally-connected clients.
The Human Side of Money Ep. 78: The Art of Asking Great Questions That Get Great Answers with Warren Berger
Warren Berger is the world's foremost authority on asking questions, and he explains the art of asking great questions that get great answers from clients and prospects.
The Human Side of Money Ep. 77: Best Questions For Each Step Of The Client Journey
Brendan reveals the best three questions financial advisors can ask at each stage of the client journey.
The Human Side of Money Ep. 76: Emotionally-Compelling Conversations To Fast-Track Trust And Likability with Deirdre Van Nest
Deirdre Van Nest shares how to fast-track your trust factor with prospects by communicating in an emotionally-compelling way.