138 Episoade

  1. 96: Why Advisors Shouldn’t Give Advice (And What To Do Instead)

    Publicat: 04.10.2023

  2. 95: Navigating The Dynamics Of Working With Couples And Money with Ashley Quamme

    Publicat: 27.09.2023

  3. 94: Why Clients Actually Hire & Fire Their Financial Advisors with Samantha Lamas and Danielle Labotka

    Publicat: 14.09.2023

  4. 93: The Psychology of Retirement Spending and Prioritizing Peace of Mind with Christine Benz

    Publicat: 30.08.2023

  5. 92: Systems That Scale Human-To-Human Connection Throughout An Advisory Business with Libby Greiwe

    Publicat: 16.08.2023

  6. 91: The Email That Wins Clients And Their Trust

    Publicat: 10.08.2023

  7. 90: Building A Service Model To Help Clients Align Money & Purpose with Justin Castelli

    Publicat: 02.08.2023

  8. 89: How Financial Empathy And Data Visualization Influence Client Behavior with Dr. Michael Thomas

    Publicat: 19.07.2023

  9. 88: The Power of Mirroring Clients’ Words

    Publicat: 14.07.2023

  10. 87: Incorporating The Human Element Throughout The Planning Process with Hannah Moore

    Publicat: 05.07.2023

  11. 86: A Collection of Wisdom To Conduct The Ultimate Intro Meeting

    Publicat: 21.06.2023

  12. 85: How (And Why) To Turn Clients’ Vague Goals Into Vivid Visions

    Publicat: 08.06.2023

  13. 84: A Three-Step Guide To Transform Your Relationship With Money with Bari Tessler

    Publicat: 24.05.2023

  14. 83: 3 Proven Techniques To Enhance Your Questions And Elevate Your Conversations

    Publicat: 17.05.2023

  15. 82: A Framework To Facilitate Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part II)

    Publicat: 10.05.2023

  16. 81: A Framework For Facilitating Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part I)

    Publicat: 26.04.2023

  17. 80: The Golden Circle of Financial Advice: Understanding The Connection Between Goals & Values

    Publicat: 21.04.2023

  18. 79: Behavioral Finance Principles That Actually Improve Financial Behavior with Barry Ritholtz

    Publicat: 12.04.2023

  19. 78: The Art of Asking Great Questions That Get Great Answers with Warren Berger

    Publicat: 27.03.2023

  20. 77: Best Questions For Each Step Of The Client Journey

    Publicat: 22.03.2023

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Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!

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