The Human Side of Money Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow
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Dec 18, 2025 Explore the pitfalls of generic reassurance emails and discover how targeted outreach can ease client anxiety. Learn the value of purchasing time for happiness over material goods and the power of experimentation in finding retirement purpose. Uncover how engaging discovery meetings and personalized contact can strengthen client relationships. Dive into strategies for meaningful financial discussions at home, and understand the importance of human connection in client care and onboarding. Transform plans into purpose-driven lives!
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Target Volatility Communications
- Sending blanket "don't worry" emails during market volatility can create anxiety and prompt unnecessary withdrawals.
- Target communications to known nervous clients instead of mass blasts to avoid creating panic.
Time As The Ultimate Purchase
- Time is the only purchase that increases in value because it constantly runs out.
- Spending money to buy time (e.g., services) correlates with greater happiness than buying material goods.
Experiment Into Retirement Purpose
- Experiment your way into retirement purpose by trying many small activities to see what engages you.
- Use short trials (volunteering, classes, side projects) to discover what makes time fly.