53. The “Why I Care” Story: How Financial Advisors Build Trust Faster with Deirdre Van Nest
Text us to share what you found helpful! A prospect sits across from you with a decision to make. Before they share the full truth about their money, their fear, their family, or the choice they keep ...
2 Heinä 45min
52. Death and Money: How Advisors Can Support Clients Through Grief and Loss with Rose Zealand
Text us to share what you found helpful! A client calls, and the news is big. A terminal diagnosis. A sudden death. A surprise windfall that should feel like good news but somehow doesn't. The plan yo...
18 Kesä 56min
51. Showing Up as Yourself: Why Authenticity Is a Business Strategy for Advisors with Justin Castelli
Text us to share what you found helpful! You change clothes before a client meeting and feel like you are putting on a costume. Someone asks what you do at a conference and you lead with your title an...
4 Kesä 1h 1min
50. What Is the Human Side of Money? A 50th Episode Conversation with Brendan Frazier
Text us to share what you found helpful! You've heard the phrase. It shows up in keynotes, LinkedIn posts, firm marketing, and increasingly, your own conversations with prospects. But if someone put y...
21 Touko 1h 2min
49. Beyond "Where Are You From?": Building Trust With Foreign-Born Clients with Jane Mepham
Text us to share what you found helpful! A young couple, dressed up for their first real financial planning meeting, sat across from an advisor who asked about retirement, income, and savings. He neve...
7 Touko 54min
48. Financial Anxiety vs. Financial Stress: How Advisors Can Help Clients Move Past Decision Paralysis | Dr. Kristy Archuleta
Text us to share what you found helpful! You've shown your client the numbers. Multiple times. The plan works, they can afford the house, they have enough to retire, the math is on their side. And yet...
23 Huhti 50min
47. The Sabbatical Conversation: What Financial Advisors Need to Know About Work Breaks and Client Wellbeing with Cady North
Text us to share what you found helpful! You've run the numbers. The client can absolutely afford to take time off. And yet they won't. Or they want to, but they're terrified. Or they've mentioned bur...
9 Huhti 42min
46. The Referral Gap: Why Your Happiest Clients Aren't Sending Anyone Your Way (And What to Do About It) with Phil Bray
Text us to share what you found helpful! You have clients who love you. You know it. They know it. And yet your referral pipeline is quieter than it should be. Here's the thing — it's probably not abo...
26 Maalis 43min
