The Human Side of Money Ep. 96: Why Advisors Shouldn’t Give Advice (And What To Do Instead)
Brendan explains why financial advisors should stop giving advice to their clients and what they can do instead that's actually more effective.
The Human Side of Money Ep. 93: The Psychology of Retirement Spending and Prioritizing Peace of Mind with Christine Benz
Christine Benz explains the psychology of retirement spending and shares why she decided to prioritize peace of mind when it comes to financial decisions.
The Human Side of Money Ep. 92: Systems That Scale Human-To-Human Connection Throughout An Advisory Business with Libby Greiwe
Libby Greiwe reveals the exact systems she built to scale the human-to-human connection throughout her advisory business.
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. 90: Building A Service Model To Help Clients Align Money & Purpose with Justin Castelli
Justin Castelli explains why he's evolving his business model to focus on helping clients align their money with their purpose and how he's going to do it.
The Human Side of Money Ep. 87: Incorporating The Human Element Throughout The Planning Process with Hannah Moore
Hannah Moore discusses how she incorporates the human element into her planning process so that the technical knowledge aligns with the client's life.
The Human Side of Money Ep. 86: A Collection Of Wisdom To Conduct The Ultimate Intro Meeting
A collection of the best insights and widsom over the last three years of the show to help advisors conduct the ultimate intro meeting.
The Human Side of Money Ep. 82: A Framework To Facilitate Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part II)
Josh Gilliam dives into the framework that he built to facilitate better conversations and connections with clients and prospects.
The Human Side of Money Ep. 81: A Framework To Facilitate Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part I)
Josh Gilliam dives into the framework that he built to facilitate better conversations and connections with clients and prospects.
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.