Advising Humans Titelbild

Advising Humans

Advising Humans

Von: Advisor Innovation Lab
Jetzt kostenlos hören, ohne Abo

Über diesen Titel

Advising Humans is a podcast for financial advisors and firm leaders who know the real work starts when life changes, not when the charts are printed. Each episode steps into a major life transition and reveals what clients are feeling but rarely say out loud, then turns that insight into clear questions and practical meeting-ready guidance. It’s part human story, part trusted prep tool, built to help advisors show up steadier and earn deeper trust when it matters most.Advisor Innovation Lab Persönliche Finanzen Ökonomie
  • Why Divorce Is a Retention and Trust Moment | Divorce | Leadership
    May 14 2026

    Divorce is not just a technical advice moment. It is a trust moment where clients are deciding whether the firm feels steady, coordinated, and safe when life gets harder. In this episode of Advising Humans, Yasmin and Kathleen explore why consistency in pacing, language, follow-up, and preparation matters so much when clients are emotionally overloaded. They make the case that a shared first-meeting flow and consistent human standard can strengthen trust without making advisors sound scripted. The conversation also shows why this kind of consistency can improve retention, reduce fragmentation, and become a real competitive advantage for the firm.

    Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.

    Mehr anzeigen Weniger anzeigen
    6 Min.
  • What Great Firms Do Differently During Advisor Change | Advisor Change | Leadership
    May 12 2026

    A warm handoff does not automatically create trust transfer. In this episode of Advising Humans, Yasmin and Kathleen explore why advisor transitions often go wrong not because firms lack care, but because the experience is improvised instead of designed. They explain what strong firms do differently, including acknowledging the disruption, clarifying what stays stable, asking what matters most to keep steady, and reinforcing trust through follow-up and context carried forward. The conversation also shows why team exposure and shared language help turn advisor change into a more consistent client experience built on confidence, continuity, and trust.

    Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.

    Mehr anzeigen Weniger anzeigen
    9 Min.
  • The Industry Blind Spot: Financial-Only Engagement Fails Here | Divorce | Leadership
    May 7 2026

    Divorce advice often misses not because the analysis is wrong, but because the meeting moves too fast for what the client can actually absorb. In this episode of Advising Humans, Yasmin and Kathleen explore why emotionally flooded clients may leave with accurate advice that still feels heavy, pressuring, or hard to use. They explain why divorce is a human transition before it is a planning problem, and why steadiness, pacing, and structure matter as much as technical accuracy in the first conversation. The episode also shows how a simple now, next, later framework can reduce pressure, improve clarity, and help the client leave with one realistic next step.

    Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.

    Mehr anzeigen Weniger anzeigen
    6 Min.
adbl_web_anon_alc_button_suppression_c
Noch keine Rezensionen vorhanden