Resources

A collection of the best podcasts, articles and books to master the human side of advice.

Featured Resource:
Magic Words: What To Say To Get Your Way

by Jonah Berger

How six types of words can increase your impact in every area of your life: from persuading others and building stronger relationships, to boosting creativity and motivating teams.

This list will be an ever-evolving, constantly-updated library of the best content on behavioral finance, psychology and communication. If I’ve failed to include a podcast, article or book, email me at [email protected] to let me know!

Join 2,600+ Advisors Mastering The Human Side of Advice

Every month, you’ll receive the “Wisdom Round-Up.” It contains 3 Articles, 2 Podcasts, and 1 Video. All to help you master the human side of advice.

Best Podcasts

The Elite Advisor Blueprint ft. James Clear- “How Financial Advisors Can Simplify the Complex”
Financial Advisor Success Podcast ft. Moira Somers- “Financial Advisors as Adherence Partners to Deliver Advice That Actually Sticks“
Financial Advisor Success Podcast ft. Amy Mullen – “Crafting A 5-Step Process To Add Value As A Thinking Partner For Clients”
Standard Deviations ft. Morgan Housel – “The Psychology of Money”
The Financial Advisor Success Podcast ft. Mitch Anthony – “Increasing the Value of Advice By Focusing on Life-Centered Planning for Transitions Not Goals”
The Financial Advisor Success Podcast ft. Bill Bachrach – “Scripting A Values-Based Financial Planning Business Development Process”
Kitces & Carl – “Favorite Questions to Ask A Prospective Client to Build Trust in the First Meeting”
Kitces & Carl – “How Advisors Can Help Clients Who Are Stuck in Too Much Cash on the Sidelines”
The Jordan Harbinger Show ft. Chris Voss – “Negotiate As If You’re Life Depended On It”
Kitces & Carl – “Getting Data Gathering Back On Track When Clients Drag Their Feet”
Rational Reminder ft. Katy Milkman – “How To Change Your Financial Habits”
Kitces & Carl – “Balancing Optimal Advice With Recommendations That Clients Will Actually Implement”
The Financial Advisor Success Podcast ft. Ramit Sethi – “Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals”
The Perfect RIA Podcast – “You Drank A Soda In A Client Meeting?!?”
The TED Interview ft. Elizabeth Dunn – “Design Your Life for Happiness”
Lumiant Live ft. Mark Ciucci – “The Art of Discussing Values”
Barron’s Advisor ft. Kate Murphy – “How To Truly Hear And Understand Your Clients”
The Morgan Housel Podcast – “The Art of Spending Money”

Recommended Books

Advice That Sticks by Moira Somers
The Behavioral Investor by Daniel Crosby
Thinking Fast and Slow by Daniel Kahneman
Thinking In Bets by Annie Duke
The Undoing Project by Michael Lewis
Atomic Habits by James Clear
Nudge by Richard Thaler and Cass Sunstein
The Catalyst: How To Change Anyone’s Mind by Jonah Berger
The Investor’s Paradox by Brian Portnoy
The Psychology of Money by Morgan Housel
Behave: The Biology of Humans at Our Best and Worst by Robert Sapolsky
Storyselling for Financial Advisors by Scott West and Mitch Anthony
Switch: How To Change Things When Change Is Hard by Chip Heath & Dan Heath
Alchemy: The Dark Art And Curious Science Of Creating Magic In Brands, Business, And Life by Rory Sutherland
Never Split The Difference: Negotiating As If You’re Life Depended On It by Chris Voss and Tahl Raz
You’re Not Listening: What You’re Missing And Why It Matters by Kate Murphy
The Psychology of Financial Planning: The Practitioner’s Guide To Money And Behavior by Charles Chaffin, Ted Klontz, and Brad Klontz

Best Articles

Collaborative Fund (Morgan Housel) – “The Psychology of Money”
HBR (Allison Wood Brooks and Leslie K. John)- “The Surprising Power of Questions”
Nerd’s Eye View (Meghaan Lurtz) – “The Power Of Follow-Up Questions: How Advisors Can Build Rapport With Clients And Prospects
Nerd’s Eye View (Meghaan Lurtz) – “Future Self-Continuity: How Envisioning The Future Is Important To Financial Planning”
The Big Picture (Barry Ritholtz) – “How To Use Behavioral Finance in Asset Management, Part II”
Wealth Management (Amy Florian) – “The Psychology of Grieving Clients, Part I”
Wealth Management (Amy Florian) – “The Psychology of Grieving Clients, Part II”
Wired (Thomas Goetz) – “Harnessing The Power of Feedback Loops”
Nerd’s Eye View (Meghaan Lurtz) – “Questions Advisors Can Ask To Help Clients Take Action By Exploring Their Money Memories”
Collaborative Fund (Morgan Housel) – “You Have to Live it to Believe It”
Collaborative Fund (Morgan Housel) – “How to Talk to People About Money”
Nerd’s Eye View (Michael Kitces) – “Behavior Change and Financial Planning – Whose Responsibility Is It When Client’s Don’t Implement”
Nerd’s Eye View (Derek Tharp) – “How the Human-to-Human Connection Helps Facilitate Positive Behavior Change”
Daniel Crosby – “The BIG List of Behavioral Nudges”
Nerd’s Eye View (Meghaan Lurtz) – “Growing Your Question Game: 21 Questions to Ask Clients and Prospects and How to Structure Them For Better Client Engagement”
Nerd’s Eye View (Tim Mauer) – “Adopting A Coach Approach To Overcome Financial Planning Inaction”
Morningstar (Sarah Newcomb) – “What is Financial Psychology?”
Nerd’s Eye View (Meghaan Lurtz) – “Why To Use George Kinder’s 3 Life Planning Questions With Financial Planning Clients”
Harvard Business Review (Jack Zenger and Joseph Folkman) – “What Great Listeners Actually Do”
Nerd’s Eye View (Meghaan Lurtz) – “Add Value To Client Relationships And Uncover New Goals By Asking: ‘What’s Possible Now?'”
Think Advisor (Jeff Berman) – “9 Advisors Show What Their Client Meeting Rooms Really Look Like”
Nerd’s Eye View (Derek Hagen) – “Using A Financial Purpose Statement To Guide Mindful Spending Decisions”
Nerd’s Eye View (Meghaan Lurtz) – “Framing Prospect Conversations Around What Motivates Them Today (And Not Their Future Goals)