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.
Dr. Brad Klontz dissects everything advisors and planners need to know about their clients' money behaviors.
Mary Schmid explains how to conduct conversations that quickly and consistently build trust with clients and prospects.
After 50 podcast episodes, I boiled down hours of information into the 10 ideas and insights every advisors needs to know to begin mastering the human side of advice.
After 50 podcast episodes, I boiled down hours of information into the 10 ideas and insights every advisors needs to know to begin mastering the human side of advice.
Dr. Meghaan Lurtz explains why questions are so powerful and the keys to using them for creating connection and clarity with prospects and clients.
Dr. Meghaan Lurtz explains why questions are so powerful and the keys to using them for creating connection and clarity with prospects and clients.
Bill Bachrach breaks down the values-based planning process he created to attract and acquire ideal clients with just one meeting.
Bill Bachrach breaks down the values-based planning process he created to attract and acquire ideal clients with just one meeting.