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151: The Psychology of Goals: 6 Ways Financial Advisors Can Help Clients Follow Through
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150: Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow
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149: Turning Financial Plans Into Purpose-Driven Lives with Emily Rassam
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EP148 - The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster
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147: How To Win Clients and Build Plans Using A Human-First Approach with Tim Maurer
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146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris
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145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert
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144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy
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143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon
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142: Transforming Your Onboarding Process Into A Referral Engine with Libby Greiwe
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141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener
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140: The Human Side of Retirement with Dan Haylett (Part 2)
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139: The Human Side of Retirement with Dan Haylett (Part 1)
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138: How To Communicate The Intangible Value of Financial Planning with Michael Lecours
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137: A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets
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136: A Process For Rewiring Financial Behavior and Identity with Danielle Howard
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135: Breaking Money Silence with Kathleen Burns Kingsbury
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134: Turn Clients Into Raving Fans By Creating Memorable Experiences with Dennis Moseley-Williams
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133: Creating A Visual Discovery Meeting Experience with David Armstrong
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132: The Search For Purpose and Meaning In Retirement with Tom Pendergast
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131: The Soul of Wealth: Connecting Money and Meaning with Dr. Daniel Crosby
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130: Behavioral Finance Ideas Proven To Enhance Client Outcomes with Dan Egan
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129: The Best Ideas and Insights from 2024
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128: The 3 R’s of Relationship Marketing with Bill Cates
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127: Preparing Your Clients and Practice for Behavioral Finance 3.0 with Meir Statman
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126: Love & Money: The Keys To Financial Success As A Couple with Doug and Heather Boneparth
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125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz
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124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas
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123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek
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122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley
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121: A Playbook To Master The Human Side of Advice with Michael Kitces
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120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke
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119: A 3-Step Process for Crafting a Statement of Financial Purpose with Andy Baxley – Part II
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118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I
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117: Mastering The Art of Trust-Based Selling with Kerry Johnson
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116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter
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115: The 5 Pillars of The Ultimate Intro Meeting
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114: Combining Psychology With Technology To Transform Client Outcomes with Emily Koochel
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113: 8 Secrets To Asking Great Questions That Get Great Answers
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112: Using “Influence” Techniques To Persuade Prospects To Become Clients with Evan Beach
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111: The Most Important Skill In Financial Advice
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[GREATEST HITS] Episode 18: Understanding A Client’s Money Mindset In Order To Maximize Their Well-Being with Sarah Newcomb
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110: Leveraging Client Feedback To Create Meaningful Conversations And Engaged Clients with Julie Littlechild
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109: How To Deliver Advice That Clients Actually Follow
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108: The Secrets To Communicate With Confidence In Any Situation with Matt Abrahams
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107: The Communication Superpower For Creating Authority And Urgency with Sten Morgan
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106: The Trust Mandate: How To Build High-Trust Relationships With Clients And Prospects with Herman Brodie
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105: The Importance of Giving Advice That Sticks with Dr. Moira Somers (Repost)
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104: The Best Ideas & Insights From 2023
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103: Making The Shift To Human-First Financial Guidance with Ross Marino
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102: Delivering Advice That’s Easy To Implement By Making It Reasonable Not Rational
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101: Building A Human-First Approach Into The Fabric Of An Entire Firm with Shaun Erickson
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100: A Collection of Advisor Stories Telling The Power of The Human Side
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99: Understanding How Your Client’s Past And Future Impacts Financial Decisions Today
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98: Creating A Unique Money Vision To Build A Client’s Ideal Life with Jake Northrup
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97: A Blueprint For Conducting “Re-Discovery” Meetings With Long-Time Clients with Meghaan Lurtz
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96: Why Advisors Shouldn’t Give Advice (And What To Do Instead)
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95: Navigating The Dynamics Of Working With Couples And Money with Ashley Quamme
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94: Why Clients Actually Hire & Fire Their Financial Advisors with Samantha Lamas and Danielle Labotka
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93: The Psychology of Retirement Spending and Prioritizing Peace of Mind with Christine Benz
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92: Systems That Scale Human-To-Human Connection Throughout An Advisory Business with Libby Greiwe
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91: The Email That Wins Clients And Their Trust
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90: Building A Service Model To Help Clients Align Money & Purpose with Justin Castelli
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89: How Financial Empathy And Data Visualization Influence Client Behavior with Dr. Michael Thomas
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88: The Power of Mirroring Clients’ Words
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87: Incorporating The Human Element Throughout The Planning Process with Hannah Moore
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86: A Collection of Wisdom To Conduct The Ultimate Intro Meeting
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85: How (And Why) To Turn Clients’ Vague Goals Into Vivid Visions
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84: A Three-Step Guide To Transform Your Relationship With Money with Bari Tessler
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83: 3 Proven Techniques To Enhance Your Questions And Elevate Your Conversations
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82: A Framework To Facilitate Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part II)
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81: A Framework For Facilitating Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part I)
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80: The Golden Circle of Financial Advice: Understanding The Connection Between Goals & Values
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79: Behavioral Finance Principles That Actually Improve Financial Behavior with Barry Ritholtz
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78: The Art of Asking Great Questions That Get Great Answers with Warren Berger
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77: Best Questions For Each Step Of The Client Journey
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76: Emotionally-Compelling Conversations To Fast-Track Trust And Likability with Deirdre Van Nest
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75: Understanding The Brain To Ignite Motivation Within Clients And Prospects With Ted Klontz
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74: Positioning Behavioral Coaching, Top 3 BeFi Ideas, and Introducing Values to Long-Time Clients
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73: The Evolution Of The “Human Dimension” And Helping Clients “Live Big” with Dave Yeske
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72: The Power Of Finding Flow For Advisors And Clients with Dr. Jordan Hutchison
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71: 9 Guiding Principles For The Human Side of Advice
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70: Developing The Essential Communication Skills Every Advisor Needs with Dr. Jim Grubman
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69: The Psychology of Referrals (Part II) with Dan Allison
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68: The Best Ideas & Insights From 2022
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67: How To Guide Comfortable Conversations That Actually Inspire Change with Jeremy Keil
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66: Establishing A Goal Hierarchy To Create More Meaningful Goals with Eric Trexler
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65: Four Pillars Of The Ultimate Discovery Meeting
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64: A Comfortable Approach For Turning Prospects Into Clients Without Being Salesy with Nancy Bleeke
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63: Defining Financial Purpose By Viewing Money As A Tool Rather Than A Goal with Derek Hagen
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62: The Psychology of Communicating and Delivering Advice with Dr. Derek Tharp
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61: A Toolkit To Change Client Behavior And Improve Follow-Through of Advice
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60: Using Money To Accumulate Happiness Rather Than Wealth with Chris Budd
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59: Tools For Discovering And Changing A Client’s Money Mindset with Rick Kahler
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58: The Advisor’s Guide To Money And Behavior with Dr. Brad Klontz
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57: The Trust Formula: How To Consistently Build Trust With Clients and Prospects With Mary Schmid
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56: 10 Insights To Master The Human Side of Advice
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55: Infusing Life Into The Financial Planning Process with Tim Maurer
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54: Helping Clients Achieve Life Money Balance with Dr. Preston Cherry
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53: The Psychology of Decision-Making in Financial Planning with Hal Hershfield
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