Best Behaviorchange Podcasts (2025)

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137: A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets 49:40

12h ago49:40

49:40

The conversations you have with clients during uncertain markets are the most important you’ll ever have. Helping them safely and confidently navigate times like these is likely the single most important thing you’ll ever do… If you know how to do it! In this episode, Brendan walks through a 4-step framework to equip you with everything you need to…

1
136: A Process For Rewiring Financial Behavior and Identity with Danielle Howard 1:43:19

6d ago1:43:19

1:43:19

Most advisors know they need to integrate the human element into their practice. But, it’s hard to decide WHAT to do and HOW to do it. Fortunately, Danielle Howard has successfully studied, tested and integrated the human element into her practice for over 30 years. And, through those years of learning and testing, she built the “Journey of Financi…

1
135: Breaking Money Silence with Kathleen Burns Kingsbury 1:21:52

1M ago1:21:52

1:21:52

Talking about money remains one of the most challenging topics for many, often shrouded in silence and taboo. Why do we hesitate to engage in money conversations, and how can financial advisors help break this cycle? Join Brendan Frazier as he chats with Kathleen Burns Kingsbury, the mastermind behind KBK Wealth Connection and author of “Breaking M…

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134: Turn Clients Into Raving Fans By Creating Memorable Experiences with Dennis Moseley-Williams 1:48:45

2M ago1:48:45

1:48:45

Financial advice is no longer just about offering services—it’s about creating real, meaningful experiences for clients. Because an experience unlike any other is the difference between a one-time sale and a lifelong client. You want to create experiences so exceptional that your clients aren’t even interested in hearing about an alternative. And, …

1
133: Creating A Visual Discovery Meeting Experience with David Armstrong 1:42:08

2M ago1:42:08

1:42:08

If you want to grow your advisory business by bringing on new clients, you have to get three things right: Your marketing, messaging and meetings. Marketing: You have to attract the right prospects and repel the wrong ones. Messaging: You have to connect with the prospect. Meetings: You have to create an experience that infuses trust and clarity. M…

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132: The Search For Purpose and Meaning In Retirement with Tom Pendergast 1:36:05

3M ago1:36:05

1:36:05

We all have an idea of what retirement will be like. But what happens when reality doesn’t match your expectations? For many, the transition from a structured career to unstructured free time isn’t as easy as it seems. That’s exactly what happened to Tom Pendergast. Tom is a retired professional who found himself facing an unexpected challenge: bor…

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131: The Soul of Wealth: Connecting Money and Meaning with Dr. Daniel Crosby 1:19:49

3M ago1:19:49

1:19:49

We all know that true wealth goes far beyond money. Yet, we all act as though money is the ultimate end game. Like when your client says, “Once I get to $_____, then I’ll be ready.” But money is simply a tool to fund the life you want to live. And once you know how to use it, it’s a powerful tool for enhancing your happiness, meaning and fulfillmen…

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130: Behavioral Finance Ideas Proven To Enhance Client Outcomes with Dan Egan 1:23:55

3M ago1:23:55

1:23:55

As Betterment’s Director of Behavioral Science, Dan Egan knows that understanding human behavior is key to your client’s financial success. But knowing that’s true and knowing what to do about it are two different things. There are a lot of opinions thrown around in the behavioral finance space on what works and what doesn’t. And you probably don’t…

1
129: The Best Ideas and Insights from 2024 1:15:32

4M ago1:15:32

1:15:32

The Human Side of Money in 2024: Released 24 episodes Delivered 1,933 minutes of content on the human side of advice Inside those 24 episodes and 1,933 minutes lie countless ideas, insights, and nuggets that will do two things: Enhance and enrich your clients’ lives and forever change the trajectory of your business and career. But, there were cert…

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128: The 3 R’s of Relationship Marketing with Bill Cates 1:24:44

5M ago1:24:44

1:24:44

“If you’re not relevant, you’re ignored. If you’re not compelling, you’re forgotten.” Bill Cates, the “OG” of relationship marketing, knows that genuine connections are the heart of a thriving and growing practice. But with technology constantly reshaping how we connect, how do you still leverage a human connection? For decades, Bill has mastered t…

1
127: Preparing Your Clients and Practice for Behavioral Finance 3.0 with Meir Statman 1:37:40

5M ago1:37:40

1:37:40

Meir Statman, a trailblazer in behavioral finance, says: “Financial well-being underlies life well-being.” Advisors know their clients want to feel happy and fulfilled and make decisions aligned with their values. But weaving that into financial advice? That’s the challenge. And, that’s the next frontier for behavioral finance. Meir has witnessed e…

1
126: Love & Money: The Keys To Financial Success As A Couple with Doug and Heather Boneparth 1:30:50

6M ago1:30:50

1:30:50

Does money talk strengthen your relationship—or strain it? Doug and Heather Boneparth, a dynamic husband-wife team and experienced financial advisors, share the inside scoop on what makes relationships tick—financially and emotionally. Drawing from personal experience, they reveal practical ways for couples to redefine financial responsibilities, a…

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125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz 1:17:15

6M ago1:17:15

1:17:15

Here’s a question for you: On a scale of 1-10, how confident are you that your screening process will yield conversations with prospects who are a good fit AND ready to take action? If you answered anything less than an 8, you’re in good company. Most advisors spend way too much time meeting with prospects only to find out they aren’t a good fit. F…

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124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas 1:35:47

7M ago1:35:47

1:35:47

Here’s the outline for most review meetings with long-time clients: How is life? How is the family? Any major changes or updates? Here’s your situation. Everything looks good. See you next year. And, that’s not bad. But there’s a better way. It’s called a “Re-Discovery” meeting. And, not only, does it keep your clients engaged while reinforcing you…

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123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek 1:40:02

7M ago1:40:02

1:40:02

Financial advisors are on the front lines of bad news. Your entire business is filled with clients who have either experienced grief or will experience grief at some point in their lives. When that time comes, you’ll often be one of the first people they talk to. And, unfortunately, we aren’t naturally “grief-literate.” We feel awkward, don’t know …

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122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley 1:33:48

7M ago1:33:48

1:33:48

Are your clients drifting aimlessly or swimming purposefully towards their financial goals? The default for clients is to pick goals on autopilot. Goals that have been determined by society, friends, and their upbringing. In this episode, Isaac Presley shares how he creates the time and space for his clients to create more intentional goals using a…

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121: A Playbook To Master The Human Side of Advice with Michael Kitces 1:54:40

8M ago1:54:40

1:54:40

When you want to learn something about financial planning and advice, the ultimate source is Michael Kitces. Most people know Michael is a spreadsheet-loving, technical wizard. What most people don’t know is that he also fully believes in the human side. In this episode, Michael explains the skills and processes advisors need to know on the path to…

1
120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke 1:38:03

8M ago1:38:03

1:38:03

Michael Finke’s research shows that the trifecta of a happy and fulfilling retirement incorporates: Money Health Social Connection Most financial advisors know the money part. But how can you incorporate the other health and social connection parts into a financial plan to help your clients live a happy and fulfilling retirement? Fortunately, Micha…

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119: A 3-Step Process for Crafting a Statement of Financial Purpose with Andy Baxley – Part II 1:23:14

9M ago1:23:14

1:23:14

*This is a continuation of the conversation that started in the previous episode (Episode 118). We highly recommend listening to that episode first! A statement of financial purpose serves as the mission statement for your client’s financial life. It acts as the north star for making financial decisions that are in alignment with the things that ar…

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118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I 1:19:17

10M ago1:19:17

1:19:17

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 entire course on it. And, …

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117: Mastering The Art of Trust-Based Selling with Kerry Johnson 1:17:42

10M ago1:17:42

1:17:42

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…

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116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter 1:13:40

11M ago1:13:40

1:13:40

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 part…

1
115: The 5 Pillars of The Ultimate Intro Meeting 35:00

12M ago35:00

35:00

The intro meeting is the lifeblood of an advisory business. It’s either the single most expensive or the single most profitable activity that you’ll ever engage in. Yet, almost everything you’ve been taught about how to conduct these meetings is backwards. It contradicts everything psychology research tells us that a prospect needs. In this episode…

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114: Combining Psychology With Technology To Transform Client Outcomes with Emily Koochel 1:29:25

12M ago1:29:25

1:29:25

The combination of financial psychology and technology has a multiplier effect on client outcomes. Advisors who effectively integrate both into their practice see significantly higher levels of: Satisfaction Loyalty Referrals Trust But, before you get these outcomes, you have to know how to effectively combine the two. Fortunately, Emily Koochel pi…

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113: 8 Secrets To Asking Great Questions That Get Great Answers 39:17

1y ago39:17

39:17

More important than what questions you ask is how you ask them. In this episode, shares 8 proven ways to ask better questions that lead to better answers, conversations, and relationships. 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.= *To…

1
Unseen Barriers to Accountability Caused by Chaotic Leaders 29:29

1y ago29:29

29:29

These days it's increasingly common to hear leaders describe themselves as "a little ADHD," citing high energy and impulsive decisions as both a strength and a challenge in their professional lives. The same traits, often seen in some of the most successful organizational leaders, drive innovation and quick decision-making but can also lead to chao…

1
112: Using “Influence” Techniques To Persuade Prospects To Become Clients with Evan Beach 1:06:14

1y ago1:06:14

1:06:14

Three important questions every advisor should answer: Do you think you provide a valuable and life-changing service? Do you think your clients are better off with you than without you, even after they pay? Do you find that even though they’re better off with you, they still need a little nudge to make the decision to work with you? If you answered…

1
111: The Most Important Skill In Financial Advice 35:12

1y ago35:12

35:12

There is one skill that will impact your success and your client’s success more than anything else. The ability to listen. More specifically, the ability to listen with empathy and curiosity. In this episode, we’ll look at: The neuroscience and benefits of listening 3 ideas to instantly improve your listening skills An advisor testimonial on the po…

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Unseen Barriers to Accountability Caused by Over-Nurturing Leaders 36:22

1y ago36:22

36:22

Have you ever noticed how some teams don't hit their targets, despite having leaders who seem really supportive and caring? Or maybe you've seen situations where everyone seems happy, but the actual work results just aren't there? If these situations sound familiar, you're not alone, and we've got just the topic for you in our newest podcast episod…

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[GREATEST HITS] Episode 18: Understanding A Client’s Money Mindset In Order To Maximize Their Well-Being with Sarah Newcomb 1:43:08

1y ago1:43:08

1:43:08

The greatest barrier for every client isn’t lack of information. It’s their own mindset and behavior. Whether it’s someone who over-spends, someone who under-spends, someone who wants to sell out at the worst possible time, or even the person who never sends in the data you need… The key to changing their behavior starts with understanding their mo…

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Hidden Blockers to Accountability Caused by Leaders Who Disappear 35:31

1y ago35:31

35:31

Imagine your team is on a tight deadline, but when you reach out to your leader for crucial feedback, they're nowhere to be found. Their office is empty, their Teams status says 'Do Not Disturb,' and there's no response to emails, DMs, or Messenger. This scenario is all too familiar for many, reflecting a leadership gap where guidance and support a…

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110: Leveraging Client Feedback To Create Meaningful Conversations And Engaged Clients with Julie Littlechild 1:21:05

1y ago1:21:05

1:21:05

Research consistently shows that >90% of clients are satisfied. At first glance, it sounds like a good thing. But, if over 90% of clients are satisfied, then client satisfaction ceases to be a differentiator. It’s now tablestakes. Which then prompts the question: “Should we be aiming for something more than satisfaction?” Julie Littlechild suggests…

1
109: How To Deliver Advice That Clients Actually Follow 34:10

1y ago34:10

34:10

If you want your clients to actually follow through on the advice you give, you have to shift your approach. You have to shift from “Advisor-Driven” to “Client-Inspired” advice. Client-inspired advice provides the client with control, confidence, and autonomy. When you can provide these three things, it paves the way to behavior change and implemen…

1
Hidden Blockers to Accountability Caused by Leaders Who Bully 44:49

1y ago44:49

44:49

Picture this: you step into your workplace, a space where you spend most of your waking hours, only to face subtle threats, overt hostility, or being outright ignored by your leader. Instead of feeling supported, you have a leader who resorts to bullying behavior to either make themselves look good or to get things done. While some leaders believe …

1
108: The Secrets To Communicate With Confidence In Any Situation with Matt Abrahams 56:51

1y ago56:51

56:51

Your success in this profession and the quality of your relationships are directly correlated with your communication skills. Think about the communication you have with clients and prospects. It’s almost always “spontaneous communication.” It’s not planned, prepared or scripted. How you respond in these spontaneous situations will oftentimes dicta…

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107: The Communication Superpower For Creating Authority And Urgency with Sten Morgan 1:16:21

1y ago1:16:21

1:16:21

Most financial advisors’ meetings are underwhelming. They typically include a mix of small talk, dialogue, fact-finding, and a less-than-riveting display of numbers and charts. It’s the main reason why prospects leave your office and don’t respond for months (if ever), despite the fact that they need help. And you knew you could help them. It’s als…

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106: The Trust Mandate: How To Build High-Trust Relationships With Clients And Prospects with Herman Brodie 1:30:45

1+ y ago1:30:45

1:30:45

Trust is the foundation of success in financial advice. You need trust to get prospects to become clients and you need trust to get clients to follow-through and do the things you ask them to do. Without trust, you have no business. But, if you know how to consistently build trust with both prospects and clients, it will take your relationships AND…

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Hidden Blockers to Accountability: Shaming Employees into Poor Performance 34:03

1+ y ago34:03

34:03

Have you ever seen a spark of creativity extinguished by a single dismissive remark from a leader? If so, you're not alone. In this episode of Dismantling Dysfunction, we talk about the unconscious shaming done by leaders and peers and reveal how this pervasive issue chips away at team morale and damages a culture of accountability. Imagine the chi…

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105: The Importance of Giving Advice That Sticks with Dr. Moira Somers (Repost) 58:52

1+ y ago58:52

58:52

The perfect plan is rendered useless in the absence of execution. Or, as Dr. Moira Somers says: “What’s the point of technically proficient advice if the client won’t act on it?” You would think that providing someone a step-by-step plan to accomplish their goals would be all that’s needed to spur someone into action. But, anyone that works with pe…

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Hidden Blockers to Accountability Caused by Narcissistic Leaders 30:45

1+ y ago30:45

30:45

In the latest episode of "Dismantling Dysfunction," we delve into the significant impact of narcissistic leadership on workplace accountability. We highlight the unique challenges posed by leaders who exhibit narcissistic traits such as a grandiose sense of self-importance, a constant need for admiration, and a lack of empathy towards others. The d…

1
104: The Best Ideas & Insights From 2023 1:27:12

1+ y ago1:27:12

1:27:12

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: Enhance and enrich your clients’ lives and forever change the trajectory of…

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103: Making The Shift To Human-First Financial Guidance with Ross Marino 1:49:17

1+ y ago1:49:17

1:49:17

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 buil…

1
Remedies for the Epidemic of Accountability | Part Six: Engaging for Growth 30:51

1+ y ago30:51

30:51

Leaders often miss crucial opportunities to engage meaningfully with their employees when reviewing performance, primarily due to a lack of knowledge or comfort in handling these sensitive discussions. Many leaders, uncertain about how to balance feedback with encouragement, may default to a more objective or critical approach. The discomfort leade…

1
102: Delivering Advice That’s Easy To Implement By Making It Reasonable Not Rational 29:40

1+ y ago29:40

29:40

Lack of follow-through and implementation of advice is a widespread problem. One study revealed this gut-wrenching stat: 70% of clients implement less than 20% of financial planning recommendations. There are a number of reasons to explain this. A primary reason is that advisors deliver advice that looks good on a spreadsheet, but it doesn’t fit in…

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101: Building A Human-First Approach Into The Fabric Of An Entire Firm with Shaun Erickson 1:41:45

1+ y ago1:41:45

1:41:45

In 2012, Shaun Erickson founded Single Point Partners because he wanted to do something different. As a solo advisor at the time, his primary focus was on building a process with one main focus: Building it around the client’s agenda (a.k.a. – the things that matter most to the client). Fast forward to 2023, and his focus has shifted. Now, he’s foc…

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Remedies for the Epidemic of Accountability | Part Five: Reviewing for Growth 31:57

1+ y ago31:57

31:57

Ever heard a leader say they skipped reviewing their employee performance because they “don’t have time” or because "Mercury was in retrograde"? While we all chuckle at the latter, there's an underlying truth we can't ignore - leaders often dance around performance evaluations, and in this episode, we unpack why. It's hard to believe, but some lead…

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100: A Collection of Advisor Stories Telling The Power of The Human Side 1:04:25

1+ y ago1:04:25

1:04:25

Mastering the human side of advice will: Enrich your clients’ lives Enhance your relationships with clients Forever change the trajectory of your business/career Think it sounds too good to be true? Listen to these 7 stories from advisors around the world sharing how the human side has made their clients and their practice infinitely better off. To…

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99: Understanding How Your Client’s Past And Future Impacts Financial Decisions Today 39:00

1+ y ago39:00

39:00

Your client isn’t just the person sitting in front of you today. It’s who they’ll become 30 years from now. And, it’s who they were 30 years ago. They might be making a decision in the present. But, their decisions in the present are shaped by the experiences of their past and influenced by their vision of the future. When you work with human being…

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Remedies for the Epidemic of Accountability | Part Four: Confronting for Realignment 35:24

1+ y ago35:24

35:24

Every leader has had to confront an employee's performance when a simple correction hasn't worked at some point in their career. It's part of the job. But when leaders mistake confrontation and consequences with punishment, they make the idea of a candid conversation even more daunting. Add to that the lack of training leaders receive to conduct an…

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98: Creating A Unique Money Vision To Build A Client’s Ideal Life with Jake Northrup 1:55:04

1+ y ago1:55:04

1:55:04

It’s one thing for advisors to say they want to get better at the human side. It’s another thing to actually start making changes to your processes and conversations. And, it’s another thing entirely to have your entire meeting process and deliverables focused on the human side. Yet, that’s exactly what Jake Northrup has done. At his firm, Experien…

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