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 your business and career.

But, there were certain ideas inside each episode and conversation that delivered more impact than others. Certain insights and nuggets that move the needle a little bit further.

In this episode, I go back through each conversation from 2023 and extract the most impactful ideas and insights advisors need to know.

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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

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104: The Best Ideas & Insights From 2023