73: The Evolution Of The “Human Dimension” And Helping Clients “Live Big” with Dave Yeske

Everything changed during FPA Retreat in Cheyenne County, Colorado in 1995. A presentation was given that generated a buzz around the entire conference. This presentation was the first of its kind. Up to that point, the focus of these gatherings, conferences and presentations was the continued honing of technical knowledge. But, this presentation by George … 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!