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.
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.
Barry Ritholtz shares how Ritholtz Wealth Management embeds behavioral finance throughout their process to improve client behavior.
Brendan reveals the best three questions financial advisors can ask at each stage of the client journey.
Brendan answers questions from advisors around the world on mastering the human side of advice.