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Episode Summary

This is the inaugural “Ask Me Anything” (AMA) episode.

Whether it’s been emails, Twitter DM’s, LinkedIn messages, one-off virtual meetings, coaching sessions, or at a conference, one thing has become clear about financial advisors and the human side of advice.

You guys have questions. A lot of really good questions.

And, I want to help you answer them on your path to mastering the human side of advice.

I’ve got an ongoing list of questions, so if you have a question that you want answered, send it to me via email, Twitter, or LinkedIn.

Things You’ll Learn

  • Whether you should communicate the value of behavioral coaching to a prospect
  • The top 3 behavioral finance I would give an advisor to immediately make an impact in their next meeting
  • How to confidently and effectively introduce a “values” conversation with a client you’ve had for 10+ years


The Behavioral Coaching Dilemma: Giving Clients What They Want Instead of What They Need

Episode 11: An Evidence-Based Approach To Winning Prospects and Influencing Clients with Evan Beach

10 Insights to Master The Human Side of Advice

Episode 56: 10 Insights To Master the Human Side of Advice

Episode 20: The Future of Financial Planning is Life Planning with George Kinder

Identifying What Investors Value In A Financial Advisor: Uncovering Pitfalls and Opportunities (Journal of Financial Planning)



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

  1. HSOA Masterclass: 8-weeks alongside other advisors learning how to build trust & connection, align money and life, and deliver advice clients actually implement
  2. The Ultimate Discovery Meeting: A proven framework to seamlessly convert prospects into life-long clients in one meeting
  3. HSOA Community (COMING SOON!): A place to meet, collaborate, discuss, brainstorm, learn and grow with other advisors passionate about the human side of advice

If you’re interested, let me know here.