The Human Side of Money

The Human Side of Money


Latest Episodes

144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy
July 30, 2025

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
July 16, 2025

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
July 02, 2025

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
June 18, 2025

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)
June 04, 2025

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)
May 21, 2025

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
May 07, 2025

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
April 29, 2025

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
April 09, 2025

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
March 26, 2025

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