The Human Side of Money
Episodes
55: Infusing Life Into The Financial Planning Process with Tim Maurer
20 Jul 2022
Contributed by Lukas
Most financial advisors do a great job focusing on WHAT clients want to achieve (Goals) and HOW to achieve it (Financial Planning). But the best advic...
54: Helping Clients Achieve Life Money Balance with Dr. Preston Cherry
06 Jul 2022
Contributed by Lukas
What’s the point of tripling your net worth if you still dread getting out of bed every morning? That’s why financial advice at the highes...
53: The Psychology of Decision-Making in Financial Planning with Hal Hershfield
22 Jun 2022
Contributed by Lukas
It’s the most storied rivalry in finance. The current self versus the future self. The very nature of financial planning work with clients is he...
52: Developing Emotional Intelligence (EQ) To Transform Relationships With Clients And Prospects with Beverly Flaxington
10 Jun 2022
Contributed by Lukas
You’ve likely heard of emotional intelligence (EQ). Intellectual intelligence (IQ) is important. But, EQ is crucial. Especially when you work with e...
51: The Financial Therapy Skills & Techniques Every Financial Advisor Needs with Dr. Kristy Archuleta
25 May 2022
Contributed by Lukas
Most trainings, certifications, and designations financial advisors receive fail to teach the difference between crunching numbers and working with em...
50: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part II)
11 May 2022
Contributed by Lukas
This is Part II of the conversation. It’s a continuation of the previous episode (Episode 49). I highly recommend listening to Part I before div...
49: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part I)
27 Apr 2022
Contributed by Lukas
For financial advisors and planners to do their job at the highest level requires the ability to do two things: Uncover someone’s personal, int...
48: Crafting A Values-Driven Process To Attract and Acquire Ideal Clients with Bill Bachrach (Part II)
13 Apr 2022
Contributed by Lukas
This is Part II of a two-part conversation. It’s a continuation of Episode 47. I would highly recommend listening to that episode before diving ...
47: Crafting A Values-Driven Process To Attract and Acquire Ideal Clients with Bill Bachrach (Part I)
29 Mar 2022
Contributed by Lukas
When Bill Bachrach started his career as a financial advisor, he was in his mid-20s trying to convince wealthy people in their 50s, 60s, and 70s to le...
46: Defining “Enough” And “Off The Balance Sheet” Conversations with Jeremy Walter
16 Mar 2022
Contributed by Lukas
In an industry that praises the relentless pursuit of growth, Jeremy Walter chose to pursue “enough.” He chose to optimize for satisfactio...
45: Designing A Discovery Process To Maximize Return On Life with Mitch Anthony
02 Mar 2022
Contributed by Lukas
The best conversations with clients and prospective clients have two things in common: 1) They create trust and connection that allows the person to o...
44: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part II)
16 Feb 2022
Contributed by Lukas
How many times have you created a goal and vision for your advisory business only to fall short? You came up with the plan to make it happen, but you ...
43: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part I)
02 Feb 2022
Contributed by Lukas
How many times have you created a goal and vision for your advisory business only to fall short? You came up with the plan to make it happen, but you ...
42: Behavioral Insights For More Persuasive And Engaging Meetings with Dan Smaida
19 Jan 2022
Contributed by Lukas
Meetings are the single most important component of your entire business. Whether it’s a client or a prospective client, it’s the meetings...
41: How Financial Coaching Skills Enhance Communication, Connection, and Follow-Through with Saundra Davis
05 Jan 2022
Contributed by Lukas
Ever wondered why your clients and prospective clients have failed to take action on your advice despite the fact you’ve shown them exactly how ...
BONUS: The Application of Psychology in Financial Planning
22 Dec 2021
Contributed by Lukas
With the future of our profession continuing to shift towards the human side of advice and the CFP Board’s announcement earlier this year that t...
40: Successfully Guiding Clients Through The Changes And Transitions Of Life with Susan Bradley
08 Dec 2021
Contributed by Lukas
Change and transition are a constant and pivotal part of our clients’ lives. And it’s these moments that can shape both the future of thei...
39: A Masterclass In Excelling At The Human Side Of Advice with Carl Richards
24 Nov 2021
Contributed by Lukas
Carl Richards has a mantra for financial advisors that he says changes everything once you can fully internalize it: “Financial advisors are gui...
38: A Framework For Understanding And Navigating The Dynamics Of Working With Couples with Ed Coambs
10 Nov 2021
Contributed by Lukas
When financial advisors work with couples, it’s more than just navigating their finances. It means navigating an emotional and complex relations...
37: The Irrational And Invisible Influences That Drive Human Behavior with Rory Sutherland
27 Oct 2021
Contributed by Lukas
When was the last time you thought about: What your office or Zoom background is “signaling” to prospective clients? What minor detail or...
36: Integrating A Life Planning Approach In Your Practice with Scott Frank
13 Oct 2021
Contributed by Lukas
Imagine guiding your clients through a process of discovering what a meaningful, fulfilled life would look like and then providing them with the finan...
35: The Tools To Assess, Predict, and Change Client Behavior with Sarah Fallaw
29 Sep 2021
Contributed by Lukas
Imagine going into a meeting with a complete picture of your client’s money mindset. You know exactly how they like to communicate about money, ...
34: Evidence-Based Methods To Seamlessly Convert Prospects Into Clients with Dan Solin
15 Sep 2021
Contributed by Lukas
After five years of frustratingly inconsistent prospecting meetings, Dan Solin decided there had to be a better way. So, he spent a year researching a...
33: Values-Based Financial Advice That Works in Real Life with Natalie Taylor
01 Sep 2021
Contributed by Lukas
Most financial advisors conduct some version of goals-based planning. If you’re helping a client use their money to accomplish a goal, then you&...
32: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part II)
25 Aug 2021
Contributed by Lukas
There are at least three things every financial advisor wants in their relationships with clients: 1) Great conversations and connection 2) Use their ...
31: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part I)
18 Aug 2021
Contributed by Lukas
There are at least three things every financial advisor wants in their relationships with clients: 1) Great conversations and connection 2) Use their ...
30: Exploring the Mindsets and Motivations Driving Money Decisions with Rachel Cruze
04 Aug 2021
Contributed by Lukas
Financial success relies just as much on knowing yourself as it does knowing what to do with money. After spending the majority of her career teaching...
29: The Behavioral Coaching Dilemma: Giving Clients What They Want Instead of What They Need
30 Jul 2021
Contributed by Lukas
The value of behavioral coaching continues to show up as the top “value-added” service provided by financial advisors. And, while it’...
28: The Human Side of Digital Marketing with Samantha Russell
21 Jul 2021
Contributed by Lukas
If you’re a financial advisor or advisory firm who wants to pursue growth through digital marketing, but you’ve always been unimpressed wi...
27: Enhancing Client Connection and Outcomes In Virtual Financial Planning Meetings with Dr. Sarah Asebedo
07 Jul 2021
Contributed by Lukas
Every financial advisor knows how crucial it is to effectively build trust and connection with prospects and clients. Study after study and story afte...
26: Financial Therapy Skills 101 For Financial Advisors with Nathan Astle
23 Jun 2021
Contributed by Lukas
As the value and future of advice continues to shift towards the intersection of technical knowledge and the human side of money, it has coincided wit...
25: Uncovering Your Client’s Most Meaningful Goals with Samantha Lamas
09 Jun 2021
Contributed by Lukas
We’ve all been inundated with information showing how behavioral biases impact financial decision making. But far less attention has been given ...
24: Improving Client Decisions and Behavior Using Brain Science with Graeme Newell
26 May 2021
Contributed by Lukas
One of the main challenges for financial advisors when it comes to applying behavioral finance is as simple as this: it’s a lot easier to constr...
23: The Best Question To Ask Prospects In A First Meeting
19 May 2021
Contributed by Lukas
Research shows asking great questions builds trust, establishes likability, and uncovers valuable information. Which is why asking great questions for...
22: Jay Mooreland | Applying Behavioral Finance Principles To Coach Clients and Differentiate Your Business
12 May 2021
Contributed by Lukas
Ask any financial advisor if behavioral finance plays an important role in delivering ideal outcomes to clients, and you’ll get a resounding ...
21: Travis Parry | A Research-Based Method To Actually Achieve Work/Life Balance
28 Apr 2021
Contributed by Lukas
For most financial advisors, the idea of work/life balance is nothing more than an illusion. Especially for those who started, survived, and thrived i...
20: George Kinder | The Future of Financial Planning is Life Planning
14 Apr 2021
Contributed by Lukas
Financial planning without any regard for the person’s dreams, values, and life they want to live is nothing more than numbers on paper. A perso...
19: Brian Portnoy | Mapping Money To Meaning On The Path To Funded Contentment
31 Mar 2021
Contributed by Lukas
There is zero correlation between the size of your bank account and the overall contentment and happiness of your life. If you’ve worked with pe...
18: Sarah Newcomb | Understanding a Client’s Money Mindset In Order to Maximize Their Well-Being
17 Mar 2021
Contributed by Lukas
The greatest barrier for every client isn’t lack of information. It’s their own mindset and behavior. Whether it’s someone who overs...
17: Adrian Murphy | Delivering Human-First Financial Planning With A Chief Behavioral Officer
03 Mar 2021
Contributed by Lukas
Adrian Murphy is the CEO of Murphy Wealth, a multi-award winning financial planning firm in the UK. Most recently, his firm made waves throughout the ...
16: Joy Lere | Changing Behavior By Focusing On Communication and Connection
15 Feb 2021
Contributed by Lukas
When it comes to changing someone’s behavior, much of the focus goes to persuasion and nudging techniques. In reality, for financial advisors, t...
15: Moira Somers | The Importance of Giving Advice That Sticks (Part Two)
03 Feb 2021
Contributed by Lukas
Dr. Moira Somers, financial psychologist and author of the best-selling book Advice That Sticks: How to Give Financial Advice People Will Follow, cons...
14: Moira Somers | The Importance of Giving Advice That Sticks (Part One)
19 Jan 2021
Contributed by Lukas
The perfect plan is rendered useless in the absence of execution. Flawless technical advice minus implementation is worthless. While you would think t...
13: Dan Allison | The Psychology of Referrals
05 Jan 2021
Contributed by Lukas
You’ve heard countless trainings and presentations on the power of referrals and how to get them. In this episode, we’re approaching refer...
12: Evan Beach | An Evidence-Based Approach to Winning Prospects and Influencing Clients (Part Two)
15 Dec 2020
Contributed by Lukas
Imagine how much easier it would be to get someone from prospect to life-long client if you could look into their mind and know what they value. Or ho...
11: Evan Beach | An Evidence-Based Approach to Winning Prospects and Influencing Clients (Part One)
01 Dec 2020
Contributed by Lukas
Evan Beach is the Director of Wealth Advisory for Campbell Wealth Management, an RIA firm in Alexandria, VA that oversees around $800 million AUM almo...
10: Meghaan Lurtz | Improving Client Behavior By Bridging the Gap Between Your Current and Future Self
17 Nov 2020
Contributed by Lukas
Meghaan Lurtz (Twitter and LinkedIn) is a Senior Research Associate for Kitces.com, where she researches and writes on virtually everything that falls...
9: Insulating Your Value From the Commoditization of Investments and Financial Planning
03 Nov 2020
Contributed by Lukas
Technology is a familiar foe to the profession of financial advice. With Charles Schwab and Bank of America both recently announcing their plans to of...
8: Daniel Crosby | The Path To Building A “Behavioralized” Practice
20 Oct 2020
Contributed by Lukas
Daniel Crosby is one of the most highly respected minds in the modern world of behavioral finance, especially within the realm of financial services. ...
7: Catherine Morgan | How to Explore Client’s Emotions, Beliefs, and Behaviors
06 Oct 2020
Contributed by Lukas
Catherine Morgan is an award-winning financial planner and coach at The Money Panel and host of the In Her Financial Shoes podcast. In addition to w...
6: Neil Bage | Bringing Behavior to Life in Financial Planning
22 Sep 2020
Contributed by Lukas
Neil Bage is highly renowned in the fields of financial services and behavioral science for his ability to bridge scientific theory with real-world un...
5: Andy Hart | Focusing on Managing Humans Instead of Assets to Deliver Better Outcomes
08 Sep 2020
Contributed by Lukas
Andy Hart is the founder of Maven Adviser, the host of the Maven Money podcast, and the founder of Humans Under Management, a behavioral finance confe...
4: Greg Davies | Behavioral Insights to Maximize Anxiety-Adjusted Returns
25 Aug 2020
Contributed by Lukas
As an expert in applied decision science and behavioral finance, Greg gives one example after another on how you can design your practice, your proces...
ANNOUNCEMENT: New Name. Same Mission.
07 Aug 2020
Contributed by Lukas
After a serendipitous sequence of events, we’ve officially changed the name to The Human Side of Money. New name. Same look. Same mission. The s...
3: The Vision – A Blueprint for Mastering the Human Side of Money
29 Jun 2020
Contributed by Lukas
In an industry where 99% of the training, certifications, designations, and conferences are geared towards the technical side of the relationship, hig...
2: The Origin – Identifying the Forces Shaping the Value and Future of Advice
19 May 2020
Contributed by Lukas
The value and future of financial advice is currently facing a crossroads as it shifts towards blending technical advice with the ability to change be...
0.5: The Preview – Why Now and What To Expect
22 Apr 2020
Contributed by Lukas