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The Human Side of Money

De: Brendan Frazier
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  • Resumen

  • 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!
    Copyright ©️ The Human Side of Money 2024
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Episodios
  • 118: A 3-Step Process For Crafting A Statement of Financial Purpose – Part I

    118: A 3-Step Process For Crafting A Statement of Financial Purpose – Part I
    Jul 11 2024
    A Statement of Financial Purpose serves as the mission statement for your client’s financial life. It acts as the north star or lens for making financial decisions to ensure they are aligned with what’s truly most important. Most advisors love the idea, but they don’t know how to do it. Fortunately, Andy Baxley created an …

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    1 h y 19 m
  • 117: Mastering The Art of Trust-Based Selling with Kerry Johnson

    117: Mastering The Art of Trust-Based Selling with Kerry Johnson
    Jun 20 2024
    The growth of your business hinges on your ability to build and establish trust with prospective clients. In this episode, Kerry Johnson, “America’s Business Psychologist” reveals psychological insights on how to master the art of trust-based selling. You’ll Learn: Signs that a prospect is interested (or not!) The anatomy of an elevator speech that actually …

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    1 h y 18 m
  • 116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter

    116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter
    Jun 5 2024
    Love and money are two emotional subjects on their own. And one HIGHLY emotional subject when combined together. Next time you meet with a couple, think about these numbers: 70% have disagreed about their financial situation 73% say finances are a source of tension in their relationship 47% say this tension has impacted the intimacy …

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    1 h y 14 m
Economía
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