Advising Humans

Advisor Innovation Lab
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Advising Humans is a podcast for financial advisors and firm leaders who know the real work starts when life changes, not when the charts are printed. Each episode steps into a major life transition and reveals what clients are feeling but rarely say out loud, then turns that insight into clear questions and practical meeting-ready guidance. It’s part human story, part trusted prep tool, built to help advisors show up steadier and earn deeper trust when it matters most.

  1. What to Say in the First 90 Seconds of a Divorce Meeting | Divorce | Meeting Moves

    3d ago

    What to Say in the First 90 Seconds of a Divorce Meeting | Divorce | Meeting Moves

    The first 90 seconds of a divorce meeting can determine whether the client feels more pressured or more steady. In this mini episode of Advising Humans, Yasmin and Kathleen explore what advisors should say when the conversation becomes less about information and more about emotional relief, overload, and what happens next. They share a practical opening line, three high-impact questions, and the signals advisors should listen for beneath the surface. The conversation also shows why one clear next step, delivered in a steady tone, can protect decision quality and start building trust right away. Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.

    7 min
  2. The First Real Relationship-Building Meeting After Advisor Change | Advisor Change | Meeting Moves

    5d ago

    The First Real Relationship-Building Meeting After Advisor Change | Advisor Change | Meeting Moves

    The first real meeting after an advisor change is not just about reviewing details. It is a trust-building meeting where clients are deciding whether the new relationship feels personal, steady, and believable. In this mini episode of Advising Humans, Yasmin and Kathleen explore the three aims that matter most, showing real understanding, identifying what needs to stay steady, and making the relationship feel real before uncertainty grows. The conversation also shows what weakens trust in this moment, and how better openings, better questions, and a clearer close can help clients leave feeling known and more confident. Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.

    8 min
  3. How to Protect Clients From Fog Decisions During Divorce | Divorce | Tools

    Jun 4

    How to Protect Clients From Fog Decisions During Divorce | Divorce | Tools

    Divorce clients often want relief before they have real clarity, which makes rushed, regretful decisions more likely when emotions are running high. In this episode of Advising Humans, Yasmin and Kathleen explore how a decision freeze list helps advisors pause irreversible moves while still moving forward on what is actually required. They walk through what belongs on the list, the key exceptions that should not be delayed, and sample language that feels protective rather than controlling. The conversation also shows how this tool can reduce pressure, protect decision quality, and build trust when clients are most vulnerable. Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.

    8 min
  4. How to Use the Trust Transfer Map During Advisor Change | Advisor Change | Tools

    Jun 2

    How to Use the Trust Transfer Map During Advisor Change | Advisor Change | Tools

    An advisor transition can feel smooth internally while the client quietly fears becoming unknown. In this mini episode of Advising Humans, Yasmin and Kathleen explore how a trust transfer map helps carry forward the relationship context that clients actually feel, not just the facts that transfer on paper. They explain when to use it, what it prevents, and the six categories that matter most for preserving continuity in a personal way. The conversation also shows how incoming advisors can reflect that context naturally so clients feel known, understood, and less likely to drift during the transition. Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.

    11 min
  5. How to Turn a Scattered Divorce Conversation Into One Calm Shared Page | Divorce | Tools

    May 28

    How to Turn a Scattered Divorce Conversation Into One Calm Shared Page | Divorce | Tools

    Divorce meetings can leave clients with more information, but less clarity if everything still feels scattered and emotionally loaded. In this episode of Advising Humans, Yasmin and Kathleen explore how a one-page clarity map helps reduce mental load by turning the moving parts into one calm, shared page. They explain why this tool is especially useful when clients are overloaded, and how it creates sequence, ownership, and clearer next steps without adding more pressure. The conversation also walks through the structure of the map and shows how it helps clients leave meetings feeling clearer, calmer, and more grounded. Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.

    8 min
  6. The First 90 Seconds After Advisor Change | Advisor Change | Meeting Moves

    May 26

    The First 90 Seconds After Advisor Change | Advisor Change | Meeting Moves

    The first 90 seconds of an advisor change meeting can determine whether the client feels more uncertain or more steady. In this episode of Advising Humans, Yasmin and Kathleen explore what advisors should say when clients seem open to the transition on the surface but are quietly asking whether they still feel known and whether the change will be handled with care. They explain why rushing into bios, process, or reassurance can add pressure, and why the first job is to lower uncertainty and make continuity feel real. The conversation also shares a practical opening line, three key questions, and a simple way to close with structure and one clear next step. Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.

    7 min
  7. How to Create a Consistent Human Standard for Divorce Conversations | Divorce | Leadership

    May 21

    How to Create a Consistent Human Standard for Divorce Conversations | Divorce | Leadership

    Divorce conversations do not just test advisor skill. They test whether the firm can create a client experience that feels steady, human, and consistent under pressure. In this episode of Advising Humans, Yasmin and Kathleen explore how firm leaders can standardize the parts of divorce support that matter most without making advisors sound scripted. They walk through shared language, first-meeting guardrails, and a follow-up rhythm that helps teams create more clarity and continuity for clients. The conversation also shows why practicing one strong opening line and shared debrief language can make steady support feel more natural across the firm. Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.

    6 min
  8. Why the First 90 Days Matter So Much in Advisor Change | Advisor Change | Leadership

    May 19

    Why the First 90 Days Matter So Much in Advisor Change | Advisor Change | Leadership

    The first 90 days of an advisor change often decide whether trust holds or starts to erode. In this episode of Advising Humans, Yasmin and Kathleen explore why advisor transitions should be treated as trust transitions, not just service handoffs. They walk through the three phases that matter most, reducing uncertainty early, rebuilding personal connection, and then proving trust through visible follow-through and tangible value. The conversation also shows why execution in this window can shape retention, referrals, growth, and enterprise value long after the transition looks complete. Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.

    10 min
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About

Advising Humans is a podcast for financial advisors and firm leaders who know the real work starts when life changes, not when the charts are printed. Each episode steps into a major life transition and reveals what clients are feeling but rarely say out loud, then turns that insight into clear questions and practical meeting-ready guidance. It’s part human story, part trusted prep tool, built to help advisors show up steadier and earn deeper trust when it matters most.

Information

  • Creator
    Advisor Innovation Lab
  • Years Active
    2K
  • Episodes
    26
  • Rating
    Clean
  • Copyright
    © Advisor Innovation Lab
  • Show Website
    Advising Humans