All Episodes

52. Death and Money: How Advisors Can Support Clients Through Grief and Loss with Rose Zealand

51. Showing Up as Yourself: Why Authenticity Is a Business Strategy for Advisors with Justin Castelli

50. What Is the Human Side of Money? A 50th Episode Conversation with Brendan Frazier

49. Beyond "Where Are You From?": Building Trust With Foreign-Born Clients with Jane Mepham

48. Financial Anxiety vs. Financial Stress: How Advisors Can Help Clients Move Past Decision Paralysis | Dr. Kristy Archuleta

47. The Sabbatical Conversation: What Financial Advisors Need to Know About Work Breaks and Client Wellbeing with Cady North

46. The Referral Gap: Why Your Happiest Clients Aren't Sending Anyone Your Way (And What to Do About It) with Phil Bray

45. Calm Money: Why Financial Self-Care Comes Before the Plan with Dr. Alex Melkumian

44. Building Financial Empathy: Why Your Clients' Behaviors Make Perfect Sense with Dr. Michael Thomas

43. Financial Infidelity in Couples: Research-Backed Strategies for Financial Advisors | Dr. Jenny Olson

42. The Future of Advice Delivery: What Financial Advice Will Look Like in 2030 with Adam Holt

41. Building Client Experiences That Actually Drive Engagement with Julie Littlechild

40. The Five Core Domains That Transform Client Experiences with Dr. Meghaan Lurtz

39. Case Consultation: How Financial Advisors Can Support Clients Through Unexpected Setbacks with Jim Grace

38. Helping Couples to Do Money Together: An Advisor’s Guide with Heather & Douglas Boneparth

37. Motivational Interviewing: Guiding Clients Towards Change Without Being Pushy with Jeremy Keil

36. The Trust Equation: How Behavioral Data Transforms Client Relationships with Marla Sofer

35. Understanding ADHD and Money with Christine Hargrove, PhD

34. The Psychology Behind Lead Generation & Conversion with Derek Notman

33. Serving Those Who Served: The Psychology of Financial Planning for Military Clients with Daniel Kopp, CFP®

32. How Financial Advisors Can Ask About Client Money History Without Overstepping with Meghaan Lurtz

31. How to Help Clients Create Meaning and Purpose in Their Financial Lives with Dr. Daniel Crosby

30. Health as a Wealth Asset for Financial Advisors with Stevyn Guinnip

29. The Power of Story: How Financial Advisors Can Unlock Deeper Client Connections Through Money Narratives with Dr. Joy Lere

28. When Plans Fall Apart: Navigating Client Disappointment and Your Own Emotional Response with Yohance Harrison

27. 3 Essential Skills Every Financial Advisor Needs to Master Client Psychology

26. The Hidden Role of Shame in Financial Planning: Practical Tools for Advisors to Create Client Breakthroughs with Nathan Astle

25. Shut Up and Listen: How Strategic Listening Skills Transform Client Relationships with Matt Halloran

24. Mastering Grief Literacy: Why Widows Leave Their Advisors and How to Keep Them with Kathi Balasek

23. Understanding Financial Trauma: How Advisors Can Recognize the Invisible Barriers to Client Success with Rahkim Sabree

22. Debunking The Great Wealth Transfer: Facts vs. Fiction with Dr. Jim Grubman

21. Financial Planning for Women Post-Divorce: Research Insights and Practical Strategies with Michael Kothakota

20. Women as Financial Decision-Makers: Strategies for Empowering Female Clients in Retirement Planning with Tanya Nichols

19. Mastering Emotional Intelligence in Financial Planning: How EQ Drives Client Trust and Business Growth with James Woodfall

18. Financial Intimacy: Understanding the Psychology of Money in Relationships with Ed Coambs

17. Transform Your Client Conversations Through Motivational Interviewing with Derek Hagen

16. How to Incorporate a Financial Behavior Officer Into Your Firm with Jake Northrup

15. Estate Planning Beyond Documents: Key Insights for Financial Advisors with Emily Rassam

14. Finding Joy in Financial Planning: How to Help Clients Balance Wealth and Happiness with Larry Sprung

13. How to Handle Burnout as an Advisor with Neil Bage

12. Understanding Financial Dynamics in Blended Families with Mikel Van Cleve

11. Using Assessments to Deepen Client Relationships with Dr. Sarah Fallaw

10. Identity Matters: Aligning Your Clients' Values and Purpose with Lindsay Troxell

9. Mindset & Skills for Nailing Your Prospect & Discovery Meeting with Brendan Frazier

8. From Advisor to Retiree: Tackling the Challenges of Stepping Away with Dan Haylett

7. Insights for Navigating the Retirement Rebel Revolution with Dan Haylett

6. The Path to Funded Contentment with Brian Portnoy

5. Considerations for Integrating Financial Psychology into Practice

4. How Not to Ask Stupid Questions with Dr. Meghaan Lurtz

3. The Impact of Emotions on Professional Advice with Dr. Meghaan Lurtz

2. Navigating Client Relationships in Financial Planning with Dr. Meghaan Lurtz

1. Stepping Into the Unknown: Launching 'Planning and Beyond' with Ashley Quamme