81 min listen
68: The Best Ideas & Insights From 2022
ratings:
Length:
86 minutes
Released:
Dec 27, 2022
Format:
Podcast episode
Description
The Human Side of Money in 2022: Released 28 episodes Had 21 conversations with expert guests Delivered 2,342 minutes of content on the human side of advice Inside those 28 episodes, 21 conversations and 2,342 minutes lie hundreds of ideas, insights, and nuggets that will do two things: 1) Enhance and enrich your clients' lives 2) Forever change the trajectory of your business and career But, there were certain ideas inside each episode and conversation that deliver more impact than others. Certain insights and nuggets that move the needle a little bit further. In this episode, I go back through each conversation from 2022 and extract the most impactful ideas and insights advisors need to know. The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals. *For more resources discussed in this episode, check out www.wiredplanning.com/episode68 *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:
Dec 27, 2022
Format:
Podcast episode
Titles in the series (100)
12: Evan Beach | An Evidence-Based Approach to Winning Prospects and Influencing Clients (Part Two): Evan Beach is the Director of Wealth Advisory for Campbell Wealth Management, an RIA firm in Alexandria, VA that oversees around $800 million AUM almost exclusively for clients over the age of 55. He writes for Kiplinger and the Journal of Financial... by The Human Side of Money