The Human Side of Money cover image

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

The Human Side of Money

00:00

Values-based advice at scale

Brendan summarizes Shannon Harris' scalable values process using a values card exercise to guide spending and events.

Play episode from 44:11
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app