The Human Side of Money
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Latest Episodes
113: 8 Secrets To Asking Great Questions That Get Great Answers
More important than what questions you ask is how you ask them. In this episode, shares 8 proven ways to ask better questions that lead to better answers, conversations, and relationships. The feature
113: 8 Secrets To Asking Great Questions That Get Great Answers
More important than what questions you ask is how you ask them. In this episode, shares 8 proven ways to ask better questions that lead to better answers, conversations, and relationships. The feature
112: Using “Influence” Techniques To Persuade Prospects To Become Clients with Evan Beach
Three important questions every advisor should answer: Do you think you provide a valuable and life-changing service? Do you think your clients are better off with you than without you, even after th
112: Using “Influence” Techniques To Persuade Prospects To Become Clients with Evan Beach
Three important questions every advisor should answer: Do you think you provide a valuable and life-changing service? Do you think your clients are better off with you than without you, even after th
111: The Most Important Skill In Financial Advice
There is one skill that will impact your success and your client's success more than anything else. The ability to listen. More specifically, the ability to listen with empathy and curiosity. In this
111: The Most Important Skill In Financial Advice
There is one skill that will impact your success and your client's success more than anything else. The ability to listen. More specifically, the ability to listen with empathy and curiosity. In this
[GREATEST HITS] Episode 18: Understanding A Client’s Money Mindset In Order To Maximize Their Well-Being with Sarah Newcomb
The greatest barrier for every client isn't lack of information. It's their own mindset and behavior. Whether it's someone who over-spends, someone who under-spends, someone who wants to sell out at t
110: Leveraging Client Feedback To Create Meaningful Conversations And Engaged Clients with Julie Littlechild
Research consistently shows that >90% of clients are satisfied. At first glance, it sounds like a good thing. But, if over 90% of clients are satisfied, then client satisfaction ceases to be a differe
110: Leveraging Client Feedback To Create Meaningful Conversations And Engaged Clients with Julie Littlechild
Research consistently shows that >90% of clients are satisfied. At first glance, it sounds like a good thing. But, if over 90% of clients are satisfied, then client satisfaction ceases to be a differe
109: How To Deliver Advice That Clients Actually Follow
If you want your clients to actually follow-through on the advice you give, you have to shift your approach. You have to shift from "Advisor-Driven" to "Client-Inspired" advice. Client-inspired advice