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Episode Summary

If you work with people and their money to fund something now or in the future, it’s absolutely crucial that you understand the dynamic between goals and values.

Once you can move beyond goals and understand what’s truly important to the person you’re meeting with, everything changes.

In fact, once you embrace and internalize this dynamic, research shows it creates emotionally-connected clients that:

  • Pay More
  • Refer More
  • Follow-Through
  • Consolidate Assets

And, the best way to start embracing the dynamic between goals and values is to understand the golden circle of financial advice.

In this episode, I’ll break down what the research says about emotionally-connected clients and use the golden circle as a method for understanding how to talk with clients and prospects about what’s truly important to them.


10 Insights To Master The Human Side of Advice (Article)

10 Insights To Master The Human Side of Advice (Podcast)

Standard Deviations Podcast w/ Daniel Crosby


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.