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The Human Side of Money

The Human Side of Money


The Human Side of Money

ratings:
Length:
110 episodes
Language:
English
Format:
Podcast

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
Format:
Podcast

Episodes1 - 10 of 110 episodes

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114: Combining Psychology With Technology To Transform Client Outcomes with Emily Koochel

The combination of financial psychology and technology has a multiplier effect on clien...

87 minutes
May 02, 2024

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...

37 minutes
Apr 18, 2024

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 valu...

64 minutes
Apr 03, 2024

111: The Most Important Skill In Financial Advice

There is one skill that will impact your success and your client's success more than an...

33 minutes
Mar 28, 2024

[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...

103 minutes
Mar 20, 2024

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 sou...

79 minutes
Mar 07, 2024

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...

34 minutes
Mar 01, 2024

108: The Secrets To Communicate With Confidence In Any Situation with Matt Abrahams

Your success in this profession and the quality of your relationships are directly corr...

56 minutes
Feb 21, 2024

107: The Communication Superpower For Creating Authority And Urgency with Sten Morgan

Most financial advisors' meetings are underwhelming. They typically include a mix of sm...

76 minutes
Feb 07, 2024

106: The Trust Mandate: How To Build High-Trust Relationships With Clients And Prospects with Herman Brodie

Trust is the foundation of success in financial advice. You need trust to get prospects...

90 minutes
Jan 24, 2024