All Episodes
The Human Side of Money — 159 episodes
156: The Advisor Time Trap: Why You’re Busy But Not Growing
155: The Path of Least Regret: A Better Way to Make Decisions Under Uncertainty
154: How Financial Advisors Can Build a Client Service Calendar That Drives Consistency
153: Rethinking Goals-Based Financial Planning: Using Behavioral Experiments to Improve Client Outcomes with Meghaan Lurtz
152: The 4-Step Playbook to Retain Your Clients During a Firm Transition
151: The Psychology of Goals: 6 Ways Financial Advisors Can Help Clients Follow Through
150: Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow
149: Turning Financial Plans Into Purpose-Driven Lives with Emily Rassam
148: The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster
147: How To Win Clients and Build Plans Using A Human-First Approach with Tim Maurer
146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris
145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert
144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy
143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon
142: Transforming Your Onboarding Process Into A Referral Engine with Libby Greiwe
141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener
140: The Human Side of Retirement with Dan Haylett (Part 2)
139: The Human Side of Retirement with Dan Haylett (Part 1)
138: How To Communicate The Intangible Value of Financial Planning with Michael Lecours
137: A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets
136: A Process For Rewiring Financial Behavior and Identity with Danielle Howard
135: Breaking Money Silence with Kathleen Burns Kingsbury
134: Turn Clients Into Raving Fans By Creating Memorable Experiences with Dennis Moseley-Williams
133: Creating A Visual Discovery Meeting Experience with David Armstrong
132: The Search For Purpose and Meaning In Retirement with Tom Pendergast
131: The Soul of Wealth: Connecting Money and Meaning with Dr. Daniel Crosby
130: Behavioral Finance Ideas Proven To Enhance Client Outcomes with Dan Egan
129: The Best Ideas and Insights from 2024
128: The 3 R’s of Relationship Marketing with Bill Cates
127: Preparing Your Clients and Practice for Behavioral Finance 3.0 with Meir Statman
126: Love & Money: The Keys To Financial Success As A Couple with Doug and Heather Boneparth
125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz
124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas
123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek
122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley
121: A Playbook To Master The Human Side of Advice with Michael Kitces
120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke
119: A 3-Step Process for Crafting a Statement of Financial Purpose with Andy Baxley – Part II
118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I
117: Mastering The Art of Trust-Based Selling with Kerry Johnson
116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter
115: The 5 Pillars of The Ultimate Intro Meeting
114: Combining Psychology With Technology To Transform Client Outcomes with Emily Koochel
113: 8 Secrets To Asking Great Questions That Get Great Answers
112: Using “Influence” Techniques To Persuade Prospects To Become Clients with Evan Beach
111: The Most Important Skill In Financial Advice
[GREATEST HITS] Episode 18: Understanding A Client’s Money Mindset In Order To Maximize Their Well-Being with Sarah Newcomb
110: Leveraging Client Feedback To Create Meaningful Conversations And Engaged Clients with Julie Littlechild
109: How To Deliver Advice That Clients Actually Follow
108: The Secrets To Communicate With Confidence In Any Situation with Matt Abrahams
107: The Communication Superpower For Creating Authority And Urgency with Sten Morgan
106: The Trust Mandate: How To Build High-Trust Relationships With Clients And Prospects with Herman Brodie
105: The Importance of Giving Advice That Sticks with Dr. Moira Somers (Repost)
104: The Best Ideas & Insights From 2023
103: Making The Shift To Human-First Financial Guidance with Ross Marino
102: Delivering Advice That’s Easy To Implement By Making It Reasonable Not Rational
101: Building A Human-First Approach Into The Fabric Of An Entire Firm with Shaun Erickson
100: A Collection of Advisor Stories Telling The Power of The Human Side
99: Understanding How Your Client’s Past And Future Impacts Financial Decisions Today
98: Creating A Unique Money Vision To Build A Client’s Ideal Life with Jake Northrup
97: A Blueprint For Conducting “Re-Discovery” Meetings With Long-Time Clients with Meghaan Lurtz
96: Why Advisors Shouldn’t Give Advice (And What To Do Instead)
95: Navigating The Dynamics Of Working With Couples And Money with Ashley Quamme
94: Why Clients Actually Hire & Fire Their Financial Advisors with Samantha Lamas and Danielle Labotka
93: The Psychology of Retirement Spending and Prioritizing Peace of Mind with Christine Benz
92: Systems That Scale Human-To-Human Connection Throughout An Advisory Business with Libby Greiwe
91: The Email That Wins Clients And Their Trust
90: Building A Service Model To Help Clients Align Money & Purpose with Justin Castelli
89: How Financial Empathy And Data Visualization Influence Client Behavior with Dr. Michael Thomas
88: The Power of Mirroring Clients’ Words
87: Incorporating The Human Element Throughout The Planning Process with Hannah Moore
86: A Collection of Wisdom To Conduct The Ultimate Intro Meeting
85: How (And Why) To Turn Clients’ Vague Goals Into Vivid Visions
84: A Three-Step Guide To Transform Your Relationship With Money with Bari Tessler
83: 3 Proven Techniques To Enhance Your Questions And Elevate Your Conversations
82: A Framework To Facilitate Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part II)
81: A Framework For Facilitating Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part I)
80: The Golden Circle of Financial Advice: Understanding The Connection Between Goals & Values
79: Behavioral Finance Principles That Actually Improve Financial Behavior with Barry Ritholtz
78: The Art of Asking Great Questions That Get Great Answers with Warren Berger
77: Best Questions For Each Step Of The Client Journey
76: Emotionally-Compelling Conversations To Fast-Track Trust And Likability with Deirdre Van Nest
75: Understanding The Brain To Ignite Motivation Within Clients And Prospects With Ted Klontz
74: Positioning Behavioral Coaching, Top 3 BeFi Ideas, and Introducing Values to Long-Time Clients
73: The Evolution Of The “Human Dimension” And Helping Clients “Live Big” with Dave Yeske
72: The Power Of Finding Flow For Advisors And Clients with Dr. Jordan Hutchison
71: 9 Guiding Principles For The Human Side of Advice
70: Developing The Essential Communication Skills Every Advisor Needs with Dr. Jim Grubman
69: The Psychology of Referrals (Part II) with Dan Allison
68: The Best Ideas & Insights From 2022
67: How To Guide Comfortable Conversations That Actually Inspire Change with Jeremy Keil
66: Establishing A Goal Hierarchy To Create More Meaningful Goals with Eric Trexler
65: Four Pillars Of The Ultimate Discovery Meeting
64: A Comfortable Approach For Turning Prospects Into Clients Without Being Salesy with Nancy Bleeke
63: Defining Financial Purpose By Viewing Money As A Tool Rather Than A Goal with Derek Hagen
62: The Psychology of Communicating and Delivering Advice with Dr. Derek Tharp
61: A Toolkit To Change Client Behavior And Improve Follow-Through of Advice
60: Using Money To Accumulate Happiness Rather Than Wealth with Chris Budd
59: Tools For Discovering And Changing A Client’s Money Mindset with Rick Kahler
58: The Advisor’s Guide To Money And Behavior with Dr. Brad Klontz
57: The Trust Formula: How To Consistently Build Trust With Clients and Prospects With Mary Schmid
56: 10 Insights To Master The Human Side of Advice
55: Infusing Life Into The Financial Planning Process with Tim Maurer
54: Helping Clients Achieve Life Money Balance with Dr. Preston Cherry
53: The Psychology of Decision-Making in Financial Planning with Hal Hershfield
52: Developing Emotional Intelligence (EQ) To Transform Relationships With Clients And Prospects with Beverly Flaxington
51: The Financial Therapy Skills & Techniques Every Financial Advisor Needs with Dr. Kristy Archuleta
50: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part II)
49: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part I)
48: Crafting A Values-Driven Process To Attract and Acquire Ideal Clients with Bill Bachrach (Part II)
47: Crafting A Values-Driven Process To Attract and Acquire Ideal Clients with Bill Bachrach (Part I)
46: Defining “Enough” And “Off The Balance Sheet” Conversations with Jeremy Walter
45: Designing A Discovery Process To Maximize Return On Life with Mitch Anthony
44: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part II)
43: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part I)
42: Behavioral Insights For More Persuasive And Engaging Meetings with Dan Smaida
41: How Financial Coaching Skills Enhance Communication, Connection, and Follow-Through with Saundra Davis
BONUS: The Application of Psychology in Financial Planning
40: Successfully Guiding Clients Through The Changes And Transitions Of Life with Susan Bradley
39: A Masterclass In Excelling At The Human Side Of Advice with Carl Richards
38: A Framework For Understanding And Navigating The Dynamics Of Working With Couples with Ed Coambs
37: The Irrational And Invisible Influences That Drive Human Behavior with Rory Sutherland
36: Integrating A Life Planning Approach In Your Practice with Scott Frank
35: The Tools To Assess, Predict, and Change Client Behavior with Sarah Fallaw
34: Evidence-Based Methods To Seamlessly Convert Prospects Into Clients with Dan Solin
33: Values-Based Financial Advice That Works in Real Life with Natalie Taylor
32: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part II)
31: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part I)
30: Exploring the Mindsets and Motivations Driving Money Decisions with Rachel Cruze
29: The Behavioral Coaching Dilemma: Giving Clients What They Want Instead of What They Need
28: The Human Side of Digital Marketing with Samantha Russell
27: Enhancing Client Connection and Outcomes In Virtual Financial Planning Meetings with Dr. Sarah Asebedo
26: Financial Therapy Skills 101 For Financial Advisors with Nathan Astle
25: Uncovering Your Client’s Most Meaningful Goals with Samantha Lamas
24: Improving Client Decisions and Behavior Using Brain Science with Graeme Newell
23: The Best Question To Ask Prospects In A First Meeting
22: Jay Mooreland | Applying Behavioral Finance Principles To Coach Clients and Differentiate Your Business
21: Travis Parry | A Research-Based Method To Actually Achieve Work/Life Balance
20: George Kinder | The Future of Financial Planning is Life Planning
19: Brian Portnoy | Mapping Money To Meaning On The Path To Funded Contentment
18: Sarah Newcomb | Understanding a Client’s Money Mindset In Order to Maximize Their Well-Being
17: Adrian Murphy | Delivering Human-First Financial Planning With A Chief Behavioral Officer
16: Joy Lere | Changing Behavior By Focusing On Communication and Connection
15: Moira Somers | The Importance of Giving Advice That Sticks (Part Two)
14: Moira Somers | The Importance of Giving Advice That Sticks (Part One)
13: Dan Allison | The Psychology of Referrals
12: Evan Beach | An Evidence-Based Approach to Winning Prospects and Influencing Clients (Part Two)
11: Evan Beach | An Evidence-Based Approach to Winning Prospects and Influencing Clients (Part One)
10: Meghaan Lurtz | Improving Client Behavior By Bridging the Gap Between Your Current and Future Self
9: Insulating Your Value From the Commoditization of Investments and Financial Planning
8: Daniel Crosby | The Path To Building A “Behavioralized” Practice
7: Catherine Morgan | How to Explore Client’s Emotions, Beliefs, and Behaviors
6: Neil Bage | Bringing Behavior to Life in Financial Planning
5: Andy Hart | Focusing on Managing Humans Instead of Assets to Deliver Better Outcomes
4: Greg Davies | Behavioral Insights to Maximize Anxiety-Adjusted Returns
ANNOUNCEMENT: New Name. Same Mission.
3: The Vision – A Blueprint for Mastering the Human Side of Money
2: The Origin – Identifying the Forces Shaping the Value and Future of Advice
0.5: The Preview – Why Now and What To Expect