The Human Side of Money
Business & Economics Podcasts
The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimately, change their behavior for the better. Join your host, Brendan Frazier, as he interviews fellow financial advisors, industry consultants, and experts in the fields of behavioral finance, psychology and communication as they share everything you need to know to master the human side of money!
Location:
United States
Description:
The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimately, change their behavior for the better. Join your host, Brendan Frazier, as he interviews fellow financial advisors, industry consultants, and experts in the fields of behavioral finance, psychology and communication as they share everything you need to know to master the human side of money!
Language:
English
Website:
http://www.wiredplanning.com
114: Combining Psychology With Technology To Transform Client Outcomes with Emily Koochel
Duration:01:27:53
113: 8 Secrets To Asking Great Questions That Get Great Answers
Duration:00:37:46
112: Using "Influence" Techniques To Persuade Prospects To Become Clients with Evan Beach
Duration:01:04:45
111: The Most Important Skill In Financial Advice
Duration:00:33:40
[GREATEST HITS] Episode 18: Understanding A Client's Money Mindset In Order To Maximize Their Well-Being with Sarah Newcomb
Duration:01:43:08
110: Leveraging Client Feedback To Create Meaningful Conversations And Engaged Clients with Julie Littlechild
Duration:01:19:34
109: How To Deliver Advice That Clients Actually Follow
Duration:00:34:11
108: The Secrets To Communicate With Confidence In Any Situation with Matt Abrahams
Duration:00:56:52
107: The Communication Superpower For Creating Authority And Urgency with Sten Morgan
Duration:01:16:22
106: The Trust Mandate: How To Build High-Trust Relationships With Clients And Prospects with Herman Brodie
Duration:01:30:45
105: The Importance of Giving Advice That Sticks with Dr. Moira Somers (Repost)
Duration:00:58:52
104: The Best Ideas & Insights From 2023
Duration:01:27:12
103: Making The Shift To Human-First Financial Guidance with Ross Marino
Duration:01:49:17
102: Delivering Advice That's Easy To Implement By Making It Reasonable Not Rational
Duration:00:29:41
101: Building A Human-First Approach Into The Fabric Of An Entire Firm with Shaun Erickson
Duration:01:41:45
100: A Collection of Advisor Stories Telling The Power of The Human Side
Duration:01:04:26
99: Understanding How Your Client's Past And Future Impacts Financial Decisions Today
Duration:00:39:00
98: Creating A Unique Money Vision To Build A Client's Ideal Life with Jake Northrup
Duration:01:55:04
97: A Blueprint For Conducting "Re-Discovery" Meetings With Long-Time Clients with Meghaan Lurtz
Duration:01:35:33
96: Why Advisors Shouldn't Give Advice (And What To Do Instead)
Duration:00:27:47