The Human Side of Money

Latest Episodes
144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy
What if the most important trust-building moments with clients arent during meetings, but actually in between them? - It turns out that your communication between meetings ( texts, emails, calls, etc
143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon
Most retirees prepare financially, but still feel lost when they step away from work. Why? Because emotional readiness is just as critical as a fully funded retirement account. - Tony Hixon, CIMA, RF
142: Transform Your Onboarding Process with Libby Greiwe
What if your onboarding process could become your most powerful referral engine? - Most advisors overlook onboarding as a strategic growth tooland thats a mistake. - In this episode, Brendan Frazier
141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener
The most common mistake advisors make with prospects? - They deliver a logically-driven pitch showcasing all the ways they can help. - But, prospects make decisions with the emotional part of the brai
140: The Human Side of Retirement with Dan Haylett (Part 2)
What if retirement planning wasnt just about saving but about learning how to spend? - In Part 2 of The Human Side of Retirement, Brendan Frazier continues his conversation with Dan Haylett to explo
139: The Human Side of Retirement with Dan Haylett (Part 1)
Retirement isn't just about reaching a number - it's a deeply personal transition that requires more than financial planning. - By understanding what truly matters beyond the numbers, you can better s
138: How To Communicate The Intangible Value of Financial Planning with Michael Lecours
Financial planning is a service-based business. - You're selling the invisible. It can't be seen, touched or experienced before buying. Prospects are forced to search for other ways to evaluate the va
137: A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets
The conversations you have with clients during uncertain markets are the most important youll ever have. - Helping them safely and confidently navigate times like these is likely the single most impo
136: A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets
The conversations you have with clients during uncertain markets are the most important youll ever have. - Helping them safely and confidently navigate times like these is likely the single most impo
135: Breaking Money Silence with Kathleen Burns Kingsbury
Talking about money remains one of the most challenging topics for many, often shrouded in silence and taboo. - Why do we hesitate to engage in money conversations, and how can financial advisors hel