Resources

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

Featured Resource:
The Psychology of Financial Planning: The Practitioner’s Guide To Money And Behavior

by Brad Klontz, Ted Klontz, and Charles Chaffin

A comprehensive overview of the psychological factors that impact the financial planning client.

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”
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”
The Morgan Housel Podcast – “The Art of Spending Money”

Recommended Books

Best Articles

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!

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