Show Links


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*The featured partner for this episode is a must-have tool for helping clients follow-through and implement advice. After all, the best advice is useless in the absence of execution. Rather than stressing about follow up calls and emails, Knudge provides a built-in system designed to improve follow-through.


Episode Summary

Over the course of 2023, The Human Side of Money:

  • Released 35 episodes
  • Crossed over 100k downloads (and almost 200k!)
  • Delivered 2,517 minutes of content on the human side of advice

Inside those 35 episodes and 2,517 minutes lie countless ideas, insights, and nuggets that will do two things:

  1. Enhance and enrich your clients’ lives
  2. Forever change the trajectory of your business and career

But, there were certain ideas inside each episode and conversation that delivered more impact than others.

Certain insights and nuggets that move the needle a little bit further.

In this episode, I go back through each conversation from 2023 and extract the most impactful ideas and insights advisors need to know.


The Ultimate Discovery Meeting: A proven framework to create better conversation and deeper connection with prospects

The Ultimate Intro Meeting: Learn how to seamlessly qualify and convert prospects in 30 minutes (without being salesy)

Dan Allison’s One Page Sheet of Services

Dave Yeske’s “Live Big” Ideas

SHIFT Conference (Remember to register with the code “HSOA” for a discount!)



Whenever you’re ready, there are 3 ways I can help you master the human side of advice:

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

If you’re interested, let me know here.