The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money.
Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans.
The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimately, change their behavior for the better.
Join your host, Brendan Frazier, as he interviews fellow financial advisors, industry consultants, and experts in the fields of behavioral finance, psychology and communication as they share everything you need to know to master the human side of money!
Buckingham Wealth Partners
Reese Harper, CFP®
Paul Kingsman
Bill Cates
Kim Butler and Tammi Brannan
CEG Worldwide
Joseph Lukacs
Michael Kitces
cegvideo
Pete Bush
Bill Coppel
The Evolving Advisor Podcast
Whitney Shindelar and Brianna Glenn
Charlie Van Derven
David DeCelle
Duncan MacPherson
Richard E. Boone
PracticeLab podcast
The Heritage Institute
Jonathan Kuttin
Dr. Charles Chaffin and Dr. Brad Klontz
The Entrepreneurial Wealth Manager Podcast
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Jacqui Henderson
InvestmentNews, Michael Silver, Eric Sheikowitz
TD Ameritrade Institutional
...For Advisors
Investment Planning Counsel
Always Be Closing Show
John Brown
John Anderson and Heather Wilson
Steve Sanduski
Barron's Advisor
Ken Unger
3xEquity
Ultimate Advisor
Private Vista
Alan Moore and Michael Kitces
Laura Gregg and David Partain
Michael Lawes
Advisor Group
Advisor's Edge
Libby Greiwe
John Anderson and Heather Wilson
Mindshop
Robyn Crane
Mark Akeroyd
Francois du Toit
Chip Munn
financialdna
The Financial Planning Training Academy
Dimensional Fund Advisors
financialdna
XY Media
SEI Ventures
MDRT Podcast
Andy Hart / Listen Notes
Mindy Diamond - Financial Advisor Recruiter and Consultant
Kate Holmes
Scott Fitzpatrick
Sten Morgan & Andy Traub
XY Media
Blueleaf
Kurt Kersey
Susan Bradley
Brad Johnson
The Brighthouse Financial Insights Panel
Dan Smaida
Elite Consulting Partners
Ayush Sharma
Your Retirement Team
Benjamin Ong
Alan Smith; Andy Hart; Carl Widger; Nick Lincoln
CynVirtuoso
None
Cambridge
Jacqueline Lockie
Matthew Jarvis & Micah Shilanski, Finance Rockstars
Madison Taylor
Pareto Sytems
Doug Fritz
The Pinnacle Group
Wes Young
None
Financial Planning Association
The Institute of Advanced Financial Planners | David Miller
FinPoint™
Pioneer Debt Solutions
Impact Communications, Inc.
Betsy Wiersma & Harbor Wealth Management
BFD Advisors
Peter Waitzman
Brad Atkins
Beyond the Balance Sheet
Truelytics
None
None
Ben D. Jones and Emily Larsen with BMO Global Asset Management
XY Media