56: 10 Insights To Master The Human Side of Advice

The Human Side of Money

Aug 4 2022 • 56 mins


Every single advisor and planner recognizes the importance of the human side when working with people and their money.

And every single advisor and planner wants practical, tangible ways to embed it in their practice.

After exploring the human side of money with 50 of the brightest minds on behavior, psychology, communication and money, I wanted to help make it as practical as possible.

Consider this the training that every advisors needs but never received in any training, designation, or certification.

Hear are the top 10 insights and ideas from those 50 conversations that you can apply tomorrow.

*For more resources discussed in this episode, check out www.wiredplanning.com/episode56

*For more resources and insights on mastering the human side of money (including our popular "Wisdom Round-Up" monthly newsletter), go to www.wiredplanning.com.

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