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. 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. 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.
The Human Side of Money Ep. 74: Positioning Behavioral Coaching, Top 3 BeFi Ideas, and Introducing Values to Long-Time Clients
Brendan answers questions from advisors around the world on mastering the human side of advice.
The Human Side of Money Ep. 71: 9 Guiding Principles For The Human Side of Advice
Learn the 9 guiding principles that create the foundation to master the human side of advice.