The Human Side of Money

Brendan Frazier
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The Human Side of Money

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!

  1. 13 DE NOV.

    126: Love & Money: The Keys To Financial Success As A Couple with Doug and Heather Boneparth

    Does money talk strengthen your relationship—or strain it? Doug and Heather Boneparth, a dynamic husband-wife team and experienced financial advisors, share the inside scoop on what makes relationships tick—financially and emotionally. Drawing from personal experience, they reveal practical ways for couples to redefine financial responsibilities, appreciate non-monetary contributions, and set shared goals for the future. … Read More Read More

    1h31min

  2. 1 DE NOV.

    125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz

    Here’s a question for you: On a scale of 1-10, how confident are you that your screening process will yield conversations with prospects who are a good fit AND ready to take action? If you answered anything less than an 8, you’re in good company. Most advisors spend way too much time meeting with prospects … Read More Read More

    1h17min

  3. 16 DE OUT.

    124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas

    Here’s the outline for most review meetings with long-time clients: How is life? How is the family? Any major changes or updates? Here’s your situation. Everything looks good. See you next year. And, that’s not bad. But there’s a better way. It’s called a “Re-Discovery” meeting. And, not only, does it keep your clients engaged … Read More Read More

    1h36min

  4. 4 DE OUT.

    123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek

    Financial advisors are on the front lines of bad news. Your entire business is filled with clients who have either experienced grief or will experience grief at some point in their lives. When that time comes, you’ll often be one of the first people they talk to. And, unfortunately, we aren’t naturally “grief-literate.” We feel … Read More Read More

    1h40min

  5. 18 DE SET.

    122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley

    Are your clients drifting aimlessly or swimming purposefully towards their financial goals? The default for clients is to pick goals on autopilot. Goals that have been determined by society, friends, and their upbringing. In this episode, Isaac Presley shares how he creates the time and space for his clients to create more intentional goals using … Read More Read More

    1h34min

  6. 4 DE SET.

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

    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

    1h55min

  7. 23 DE AGO.

    120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke

    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 More

    1h38min

  8. 8 DE AGO.

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

    *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

    1h23min
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Sobre

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!

Informações

  • Criado por
    Brendan Frazier
  • Anos de atividade
    2020 - 2024
  • Episódios
    129
  • Classificação
    Livre
  • Copyright
    Copyright ©️ The Human Side of Money 2024
  • Site do podcast
    The Human Side of Money

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