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...
The combination of financial psychology and technology has a multiplier effect on client outcomes.
Advisors who effectively integrate both into their practice see significantly higher levels of:
Satisfaction Loyalty Referrarls Trust But, before you get these outcomes, you have to know how to...
Published 05/02/24
More important than what questions you ask is how you ask them.
In this episode, shares 8 proven ways to ask better questions that lead to better answers, conversations, and relationships.
The featured partner for this episode is Knudge, an automated system to help clients actually follow...
Published 04/18/24