The Human Side of Money

Sep 04 2024 112
The Human Side of Money Podcast artwork

Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!

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121: A Playbook To Master The Human Side of Advice with Michael Kitces

Sep 04 2024 114 mins  
When you want to learn something about financial planning and advice, the ultimate source is Michael Kitces. Most people know Michael is a spreadsheet-loving, technical wizard. What most people don’t know is that he also fully believes in the human side. In this episode, Michael explains the skills and processes advisors need to know on … Read More Read More

120: The Three Cornerstones of a Happy And Fulfilling Retirement

Aug 23 2024 98 mins  
Michael Finke’s research shows that the trifecta of a happy and fulfilling retirement incorporates: Money Health Social Connection Most financial advisors know the money part. But how can you incorporate the other health and social connection parts into a financial plan to help your clients live a happy and fulfilling retirement? Fortunately, Michael Finke is … Read More Read M

119: A 3-Step Process for Crafting a Statement of Financial Purpose – Part II

Aug 08 2024 83 mins  
*This is a continuation of the conversation that started in the previous episode (Episode 118). We highly recommend listening to that episode first! A statement of financial purpose serves as the mission statement for your client’s financial life. It acts as the north star for making financial decisions that are in alignment with the things … Read More Read More

118: A 3-Step Process For Crafting A Statement of Financial Purpose – Part I

Jul 11 2024 79 mins  
A Statement of Financial Purpose serves as the mission statement for your client’s financial life. It acts as the north star or lens for making financial decisions to ensure they are aligned with what’s truly most important. Most advisors love the idea, but they don’t know how to do it. Fortunately, Andy Baxley created an … Read More Read More

117: Mastering The Art of Trust-Based Selling with Kerry Johnson

Jun 20 2024 77 mins  
The growth of your business hinges on your ability to build and establish trust with prospective clients. In this episode, Kerry Johnson, “America’s Business Psychologist” reveals psychological insights on how to master the art of trust-based selling. You’ll Learn: Signs that a prospect is interested (or not!) The anatomy of an elevator speech that actually … Read More Re

116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter

Jun 05 2024 73 mins  
Love and money are two emotional subjects on their own. And one HIGHLY emotional subject when combined together. Next time you meet with a couple, think about these numbers: 70% have disagreed about their financial situation 73% say finances are a source of tension in their relationship 47% say this tension has impacted the intimacy … Read More Read More

115: The 5 Pillars of The Ultimate Intro Meeting

May 15 2024 35 mins  
The intro meeting is the lifeblood of an advisory business. It’s either the single most expensive or the single most profitable activity that you’ll ever engage in. Yet, almost everything you’ve been taught about how to conduct these meetings is backwards. It contradicts everything psychology research tells us that a prospect needs. In this episode, … Read More Read More

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

May 01 2024 89 mins  
The combination of financial psychology and technology has a multiplier effect on client outcomes. Advisors who effectively integrate both into their practice see significantly higher levels of: Satisfaction Loyalty Referrals Trust But, before you get these outcomes, you have to know how to effectively combine the two. Fortunately, Emily Koochel pioneered this research and provides

113: 8 Secrets To Asking Great Questions That Get Great Answers

Apr 17 2024 39 mins  
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 featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial … Read More Read More

112: Using “Influence” Techniques To Persuade Prospects To Become Clients with Evan Beach

Apr 03 2024 66 mins  
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 they pay? Do you find that even though they’re better off with you, they still need a little nudge to make the decision … Read More Read More