The Human Side of Money
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Latest Episodes
121: A Playbook To Master The Human Side of Advice with Michael Kitces
When you want to learn something about financial planning and advice, the ultimate source is Michael Kitces. Most people know Michael is a spreadsheet-loving, technical wizard. What most people dont
120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke
Michael Finkes research shows that the trifecta of a happy and fulfilling retirement incorporates: Money Health Social Connection Most financial advisors know the money part. But how can you incorpor
119: A 3-Step Process for Crafting a Statement of Financial Purpose with Andy Baxley – Part II
*This is a continuation of the conversation that started in the previous episode (Episode 118). We highly recommend listening to that episode first! A statement of financial purpose serves as the miss
118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I
A Statement of Financial Purpose serves as the mission statement for your clients financial life. It acts as the north star or lens for making financial decisions to ensure they are aligned with what
The Human Side of Money Coming Soon
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 Podcastoffers actionable ideas and strategies t
117: Mastering The Art of Trust-Based Selling with Kerry Johnson
The growth of your business hinges on your ability to build and establish trust with prospective clients. In this episode, Kerry Johnson, "America's Business Psychologist" reveals psychological insigh
116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter
Love and money are two emotional subjects on their own. And one HIGHLY emotional subject when combined together. Next time you meet with a couple, think about these numbers: 70% have disagreed about
116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter
Love and money are two emotional subjects on their own. And one HIGHLY emotional subject when combined together. Next time you meet with a couple, think about these numbers: 70% have disagreed about
115: The 5 Pillars of The Ultimate Intro Meeting
The intro meeting is the lifeblood of an advisory business. It's either the single most expensive or the single most profitable activity that you'll ever engage in. Yet, almost everything you've been
115: The 5 Pillars of The Ultimate Intro Meeting
The intro meeting is the lifeblood of an advisory business. It's either the single most expensive or the single most profitable activity that you'll ever engage in. Yet, almost everything you've been