Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow

EP149: Turning Financial Plans Into Purpose-Driven Lives with Emily Rassam

148: The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster

147: How To Win Clients and Build Plans Using A Human-First Approach with Tim Maurer

146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris

145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert

144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy

143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon

142: Transforming Your Onboarding Process Into A Referral Engine with Libby Greiwe

141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener

140: The Human Side of Retirement with Dan Haylett (Part 2)

139: The Human Side of Retirement with Dan Haylett (Part 1)

138: How To Communicate The Intangible Value of Financial Planning with Michael Lecours

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

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

135: Breaking Money Silence with Kathleen Burns Kingsbury

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

133: Creating A Visual Discovery Meeting Experience with David Armstrong

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

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