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.
Brendan explains why financial advisors should stop giving advice to their clients and what they can do instead that's actually more effective.
Christine Benz explains the psychology of retirement spending and shares why she decided to prioritize peace of mind when it comes to financial decisions.
Libby Greiwe reveals the exact systems she built to scale the human-to-human connection throughout her advisory business.
Brendan shares how one email can win clients and their trust.
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.
Hannah Moore discusses how she incorporates the human element into her planning process so that the technical knowledge aligns with the client's life.
A collection of the best insights and widsom over the last three years of the show to help advisors conduct the ultimate intro meeting.
Josh Gilliam dives into the framework that he built to facilitate better conversations and connections with clients and prospects.
Josh Gilliam dives into the framework that he built to facilitate better conversations and connections with clients and prospects.
Brendan reveals how understanding the connection between goals and values leads to a tribe of emotionally-connected clients.