89: How Financial Empathy And Data Visualization Influence Client Behavior with Dr. Michael Thomas

from The Human Side of Money · host Brendan Frazier

“Behavioral Coaching” continues to emerge as the primary source of value in a relationship between an advisor and client. Yet, most advisors have never learned the skill set required to actually influence and change a client’s behavior for the better. It starts by first understanding the forces that influence client behavior both positively and negatively. … Read More Read More

Episode metadata supplied by the publisher feed · Published Jul 19, 2023

Embed this episode

Attribution link and audio player

NOW PLAYING

89: How Financial Empathy And Data Visualization Influence Client Behavior with Dr. Michael Thomas

0:00 1:49:54

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Human Side of Money?

This episode is 1 hour and 49 minutes long.

When was this The Human Side of Money episode published?

This episode was published on July 19, 2023.

Can I download this The Human Side of Money episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!