The Financial Advocacy Podcast Channel

David H. Kinder, CLU®, ChFC®

Welcome to The Financial Advocacy Podcast Channel — where business owners and taxpayers gain the insight and understanding they need and deserve to make fully informed financial decisions. Hosted by David H. Kinder, CLU®, ChFC®, this channel brings you financial insights, short actionable lessons, and open discussions on current events — all focused on helping you protect your life’s work and plan with purpose.

  1. Oct 28

    When Good Cases Stall: The Emotional Blind Spots Behind Client Decisions with Author Kevin Fink

    Learn more about Kevin's book: https://www.WhenGoodCasesStall.comhttps://www.LifeWizardCoach.com When Good Cases Stall — Understanding the Emotional Side of Financial DecisionsHave you ever presented a well-designed financial recommendation, answered every question, and received positive feedback from your client—only to have the case go nowhere?What causes an otherwise good case to stall?Join me on Tuesday, October 27th, at 10:00 AM Pacific Time for a special webinar featuring Kevin Fink, financial planning veteran, coach, and author of the newly released book:When Good Cases Stall: How Emotional Blind Spots Derail Client DecisionsWith more than three decades of experience in financial services, including 25 years as a CERTIFIED FINANCIAL PLANNER® professional, Kevin explores why technically sound recommendations don't always lead to client action.During our conversation, we'll explore:• Why clients may understand a recommendation intellectually but remain emotionally unprepared to act.• How personal experiences with money, risk, and loss influence financial decisions.• Why providing more information isn't always the solution to client hesitation.• Kevin's Case Closure Reliability Method™, including Money Pattern Mapping™ and Outcome Immersion™.• How financial professionals can strengthen client relationships and help clients move toward confident, informed decisions.As financial professionals, our responsibility extends beyond developing sound recommendations. We must also understand the human factors that influence whether those recommendations are implemented.“Financial planning at its highest level is transformative. It helps individuals, families, and business owners become who they have always wanted to become. Kevin Fink's When Good Cases Stall reminds us that even the most technically sound recommendations can fail when the emotional influences behind financial decisions remain unaddressed. This book provides advisors with a practical framework for understanding and navigating the human side of planning, ultimately helping clients move from agreement to meaningful action.” - David H. Kinder, CLU, ChFCJoin us for what promises to be an insightful conversation about the intersection of financial planning, human behavior, and client decision-making.Learn more about Kevin's book: https://www.WhenGoodCasesStall.comhttps://www.LifeWizardCoach.com #FinancialPlanning #FinancialAdvisors #ClientRelationships #BehavioralFinance #InsuranceProfessionals

    When Good Cases Stall: The Emotional Blind Spots Behind Client Decisions with Author Kevin Fink
  2. 12/09/2025

    Behavioral Finance Analysis: More Than A Clarinet: Making Happier Decisions in Music and Money

    Why do we buy what we buy? What does it say about ourselves to ourselves? This year, while I was writing my financial course for business owners, I was also going through some cognitive dissonance regarding my clarinet. So I created this video and this video is the premise for an academic paper I have submitted for publication in the Journal of Personal Finance. I didn't time my presentation before recording it - I just 'did' it. If you make it all the way through... this must really speak to you. Earspasm has a tech test 2 $90 clarinets:https://www.youtube.com/watch?v=Gex9caO-F7kEarspasm blog article: https://www.earspasm.com/blogs/blog/just-how-hard-is-it-to-make-a-living-as-a-professional-clarinetist Earspasm: “How much do I make?”https://www.youtube.com/watch?v=aQhQt9m2O7o Earspasm: How Brand Endorsements Work!https://www.youtube.com/watch?v=XzJIxZJKyPk Clarinet Ninja reviews clarinet cases:https://www.youtube.com/watch?v=2VWcX_AQcsk Tom Ridenour:Classic Ridenour Articles: https://drive.google.com/open?id=1jRSTmpHTmQ4zrmvyoj8powWL-wMs_kNJ&usp=drive_fs Your Hierarchy of Values: https://www.youtube.com/watch?v=meD1HLv0zfs The Stradivarius Effect: https://www.youtube.com/watch?v=VeAhv9npGz8 What I did on my Spring Vacation (announcing new clarinet models): https://www.youtube.com/watch?v=1s9TodlGPBQ Something I don’t understand: https://www.youtube.com/watch?v=xN48wlBC-xo Fact vs Factoid: The case for hard rubber: https://www.youtube.com/watch?v=LQmZOWsTaEM The Case for Hard Rubber Part 1: https://www.youtube.com/watch?v=qFjShrYyNig The Case for Hard Rubber Part 2: https://www.youtube.com/watch?v=Sf9cIfAhWbI What is a professional clarinet pt 1: https://www.youtube.com/watch?v=pJL_QvozOAw What is a professional clarinet pt 2: https://www.youtube.com/watch?v=FL_OLm_EmiIBuffet 200th Anniversary Tosca clarinet selling for $15,499:https://prestomusicalrepairs.com/product/buffet-tosca-clarinet-new-mopane-limited-edition/

About

Welcome to The Financial Advocacy Podcast Channel — where business owners and taxpayers gain the insight and understanding they need and deserve to make fully informed financial decisions. Hosted by David H. Kinder, CLU®, ChFC®, this channel brings you financial insights, short actionable lessons, and open discussions on current events — all focused on helping you protect your life’s work and plan with purpose.