Latest Episodes
7
Spotlight on Estate Planning with Christina Lynn
Every good advisor wants to ensure a client’s legacy is protected, but many struggle with reviewing estate plans and motivating clients to act. In...
6
A Mindful and Tech-forward Approach to Planning with Eric Roberge
How can you help clients find the right balance of saving for the future while enjoying their hard-earned wealth now? That’s the topic we’re...
5
Personalization and the Niche Financial Planning Practice with Chloé Moore
In this Heart of Advice Podcast episode, we explore how effective discovery meetings can transform client-advisor relationships. By delving into clients' money histories, goals,...
4
Creating an Inclusive Financial Planning Practice with Jake Nuno
Have you ever thought about what it would take to make your financial planning practice more inclusive? LGBTQ+ people are diverse, and their goals...
3
Fintech Plus Financial Psychology Equals Success with Greg Furer
Want to grow your financial planning practice and work smarter, not harder? Gain the insight you need to do just that in this episode,...
2
Couples & Money: Keeping Clients on the Same Page with Sonya Lutter and Michael Kothakota
Have you ever served a couple who couldn’t see eye to eye on financial decisions? In episode 2 of the Heart of Advice Podcast,...