The Human Side of Money in 2023:

• Released 35 episodes
• Crossed over 100k downloads (and almost 200k!)
• Delivered 2,517 minutes of content on the human side of advice

Inside those 35 episodes and 2,517 minutes lie countless ideas, insights, and nuggets that will do two things:

1. Enhance and enrich your clients’ lives
2. Forever change the trajectory of your business and career

But, there were certain ideas inside each episode and conversation that delivered more impact than others.

Certain insights and nuggets that move the needle a little bit further.

In this episode, I go back through each conversation from 2023 and extract the most impactful ideas and insights advisors need to know.

 

The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.

*For more resources discussed in this episode –> Go Here.

*To receive the monthly “Wisdom Round-Up” newsletter full of practical ways to apply the human side of advice –> Go Here.

*Follow Brendan for insights on mastering the human side of advice:

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There’s a critical mistake made by almost every advisor around the world every single day.

We focus more on the plan than the person.

More on what we do than what they need.

Our natural approach is plan-centric. Meanwhile, the industry is shifting towards human-first financial guidance.

Fortunately, Ross Marino embraced this shift long ago and built a firm that specializes in human-first financial guidance.

And, he’s also leading the charge to help advisors around the world do the same.

He tells us what led to him embracing the shift to human-first financial guidance and provides a simple framework to apply with prospects and clients.

Things You’ll Learn:

• The “staple question” to start every meeting
• The two questions he asks in his “Re-Discovery” meetings
• Why the industry is shifting towards human-first financial guidance
• Why Ross decided to do “Re-Discovery” meetings with every client
• The Transitus Process: 4 questions to spark meaningful conversations

 

The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.

*For more resources discussed in this episode –> Go Here.

*To receive the monthly “Wisdom Round-Up” newsletter full of practical ways to apply the human side of advice –> Go Here.

*Follow Brendan for insights on mastering the human side of advice:

Twitter

LinkedIn

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | RSS | More