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Episode Summary

Your client isn’t just the person sitting in front of you today.

It’s who they will become 30 years from now.

And, it’s who they were 30 years ago.

They might be making a decision in the present. But, our decisions in the present are shaped by the experiences of our past and influenced by our vision of the future.

When you work with human beings and money, it’s crucial that you fully understand the powerful forces that the past and future play on your client in the present.

In this episode, we’ll look at:

  • How our past experiences with money carry forward into the present
  • The two ways in which our current self makes decisions to the detriment of our future self
  • Two client stories on the power of the past and the future
  • How to help clients understand their past to drive better outcomes
  • Two ways to improve the client’s connection to their future self


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

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

10 Rules for Human-First Financial Advice (Standard Deviations Podcast)

“Questions To Ask To Help Clients Take Action By Exploring Their Money Memories” ( – Meghaan Lurtz)


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

  1. Human Side of Advice Masterclass: Build a human-first planning process to convert prospects into life-long clients in 10 weeks
  2. The Ultimate Intro Meeting: Learn how to qualify and convert prospects in 30 minutes without being salesy
  3. HSOA Core Membership: Exclusive content, courses and conversations to master the human side of advice with like-minded advisors

If you’re interested, let me know here.