Top 10 Insights To Master The Human Side of Advice

Every advisor knows that working in financial advice requires more than an understanding of numbers. It requires an understanding of people. We work with emotional human beings on the emotionally charged topic of money. Yet, we don’t get taught the necessary skills to do this in trainings, designations, or certifications. After recording 100 episodes of the Human Side of Money podcast with fellow advisors and experts in behavior, psychology, and communication, you start noticing some common themes emerge. These are the top 10 things advisors can apply in their practice right away to master the human side of advice, enhance client outcomes, and forever change the trajectory of their business.