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Episode Summary

Just how important is the human side of advice?

It doesn’t take long when working with human beings and their money to recognize that this job takes more than just technical knowledge.

It requires an understanding of behavior, psychology and communication.

It’s why I heard for years advisors say things like, “Sometimes I feel like I’d be better off with a degree in psychology than finance.”

But, just how important is it? How much difference does it actually make?

Unfortunately, it’s really hard to quantify or measure the impact of the human side in any meaningful way using data.

Fortunately, data isn’t the only way to measure impact.

We can also measure the impact through stories.

In this episode, we have 7 advisors from around the world share how the human side has forever changed their clients’ lives and the trajectory of their business.


Integrating A Life Planning Approach Into Your Practice with Scott Frank

Improving Client Behavior By Bridging The Gap Between Current And Future Self with Meghaan Lurtz

The Psychology of Decision-Making in Financial Planning with Hal Hershfield

Understanding How Your Client’s Past And Future Impacts Financial Decisions Today



Whenever you’re ready, there are 3 ways I can help you take your relationships and your practice to another level:

  1. HSOA Masterclass: Build a human-first planning process alongside other like-minded advisors in 10 weeks
  2. The Ultimate Intro Meeting: Learn how to effortlessly qualify and convert prospects in 30 minutes (without being salesy)
  3. HSOA Core: Exclusive content, courses and community to master the human side of advice alongside like-minded advisors

If you’re interested, let me know here.