The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimately, change their behavior for the better. Join your host, Brendan Frazier, as he interviews fellow financial advisors, industry consultants, and experts in the fields of behavioral finance, psychology and communication as they share everything you need to know to master the human side of money!
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Every advisor remembers sitting in a meeting with a couple where one person is engaged and the other hasn't said a word. more
If you want to convert more prospects into life-long clients... more
Christine Benz has been dispensing financial planning knowledge and impacting the lives of people around the world for decades. more
As a financial life planner the human side of money is everything. This podcast has the best guests in the industry speaking on this important topic. If you’re a financial advisor and at all curious about how to show up better for your clients this is what you should be listening to!
For financial advisors that got into this industry to truly help people, this podcast offers tools, language, and expertise from a variety of guests to help you become a better advisor.
If you are looking to modernize your skill set and actually help clients there is no better place to start. many thanks for all the work you put in on this podcast Brendan!
Fantastic podcast - essential listening for real financial advisers
As an aspiring life coach, I can relate to your guests' experiences and find their stories to be incredibly instructive. Thank you for creating a space for inspirational people to share their empowering stories.
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The Human Side of Money launched 3 years ago and published 97 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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