150: Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow
This year’s “Best of” episode is a highlight reel of the most impactful, yet practical strategies discussed in this year’s Human Side of Money podcast episodes. These strategies are designed for Financial Advisors who want human-centric steps they can implement into their business’ growth plan. What You’ll Learn: Why generic “don’t worry” emails can backfire How a repeatable framework can help calm anxious clients How efficiency could harm the client experience How to deepen client trust between meetings Learn more at www.rfgadvisory.com
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153: Rethinking Goals-Based Financial Planning: Using Behavioral Experiments to Improve Client Outcomes with Meghaan Lurtz
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