39: A Masterclass In Excelling At The Human Side Of Advice with Carl Richards

Carl Richards has a mantra for financial advisors that he says changes everything once you can fully internalize it: “Financial advisors are guides in a changing landscape. Not the defenders of an outdated map.” It’s no longer enough for advisors to build a detailed financial plan or construct a portfolio. It’s about building trust and … Read More Read More

Om Podcasten

Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!