The Human Side of Money
by Brendan Frazier
November 2, 2024 12:02 am
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!
Recent Episodes
125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz
2 weeks ago124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas
1 month ago123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek
1 month ago122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley
2 months ago121: A Playbook To Master The Human Side of Advice with Michael Kitces
2 months ago120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke
3 months ago119: A 3-Step Process for Crafting a Statement of Financial Purpose with Andy Baxley – Part II
3 months ago118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I
4 months ago117: Mastering The Art of Trust-Based Selling with Kerry Johnson
5 months ago116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter
5 months ago