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56: 10 Insights To Master The Human Side of Advice

56: 10 Insights To Master The Human Side of Advice

FromThe Human Side of Money


56: 10 Insights To Master The Human Side of Advice

FromThe Human Side of Money

ratings:
Length:
56 minutes
Released:
Aug 4, 2022
Format:
Podcast episode

Description

Every single advisor and planner recognizes the importance of the human side when working with people and their money. And every single advisor and planner wants practical, tangible ways to embed it in their practice. After exploring the human side of money with 50 of the brightest minds on behavior, psychology, communication and money, I wanted to help make it as practical as possible. Consider this the training that every advisors needs but never received in any training, designation, or certification. Hear are the top 10 insights and ideas from those 50 conversations that you can apply tomorrow. *For more resources discussed in this episode, check out www.wiredplanning.com/episode56 *For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn
Released:
Aug 4, 2022
Format:
Podcast episode

Titles in the series (100)

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!