Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
How to Have Meaningful Money Conversations With Your Family and Friends
02:05 • 2min
The Murky Waters of Marketing With the Financial Advice Industry
04:16 • 6min
The Importance of Emotional Connection in Financial Advice
10:09 • 3min
The Importance of Mindset in Financial Advice
12:48 • 2min
How to Grow Your Mindset Over Time
15:05 • 2min
The Importance of Financial Advice
17:28 • 4min
The Importance of Being an Objective Sounding Board
21:12 • 2min
How to Find the Right Financial Advisor
23:39 • 3min
How Important Is It How an Advisor Gets Paid?
26:15 • 4min
How to Find a Good Financial Advisor
30:21 • 2min
The Importance of Listening to Your Advisor
32:01 • 4min
The Importance of a Good Relationship With Clients
36:27 • 2min
The Relationship Between the Firm and Clients
38:13 • 2min
How to Have Productive Money Conversations
40:12 • 2min
The Future of Financial Advice
41:56 • 3min
The Importance of Expertise
44:26 • 5min