This years Best of episode is a highlight reel of the most impactful, yet practicalstrategies discussed in this years Human Side of Money podcast episodes. These strategies are designed for Financial Advisors who want human-centric steps they canimp

Most Advisors build plans around numbers. Emily Rassam builds them around people.In this episode of The Human Side of Money, Brendan sits down with Emily Rassam, Partner and Senior Financial Planner, to explore how she infuses purpose and emotion into ev

At 38, Rick Foerster became financially independent after helping build a healthcare startup that went public. By every external measure, he had enough. But internally, he felt restless, disoriented, and unsure of what came next.In this candid conversa

Winning more clients and creating a more client-centric planning experience requires a shift.A shift away from the numbers. A shift towards the human.In this episode, Tim Maurer, Chief Advisory Officer at Signature FD shares his insights on building a h

Most Advisors rely on technical expertise (IQ).But when you work with human beings, IQ alone often isnt enough.You have to combine IQ and EQ (Emotional Intelligence).Shannon Harris, Managing Partner at Ecclesiastes Wealth Partners, has developed an ap

What if everything youve been taught about preparing clients for retirement is only half the story?Fritz Gilbert spent a decade writing over 400 articles about life after work on his blog The Retirement Manifesto. But the real transformation happened af

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.) can significantly impact trust, satisfaction, and clie

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, RFC knows this firsthand. After a personal tragedy reshape

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 sits down with Libby Greiwe, founder of The Efficient Advi

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 brain. And, that’s why logical pitches fall on deaf ears.