June 2024

117: Mastering The Art of Trust-Based Selling with Kerry Johnson

By TheHumanSideOfMoney | June 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 works
Why prospects forget 90% of what you say within 3 days
Why it’s crucial to “calibrate” at the beginning of every interaction with a client
How to conduct a “trust check” to know if you can move the conversation forward

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.

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116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter

By TheHumanSideOfMoney | June 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 with their partner

Money is an emotionally-charged topic that you simply can’t avoid in a relationship.

In this episode, Dr. Sonya Lutter provides a guide for everything advisors need to know when it comes to working with couples.

You’ll Learn:

Why most financial arguments boil down to a discrepancy in values
Why uncovering money scripts can transform finances in the relationship
The surprising connection between joint accounts and relationship satisfaction
Why clients who work with a financial advisor are 3x happier than those who don’t
Eye-opening research on the influence of financial arguments and relationship satisfaction

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.