『Advising Humans』のカバーアート

Advising Humans

Advising Humans

著者: Advisor Innovation Lab
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Advising Humans is a podcast for financial advisors and firm leaders who know the real work starts when life changes, not when the charts are printed. Each episode steps into a major life transition and reveals what clients are feeling but rarely say out loud, then turns that insight into clear questions and practical meeting-ready guidance. It’s part human story, part trusted prep tool, built to help advisors show up steadier and earn deeper trust when it matters most.Advisor Innovation Lab 個人ファイナンス 経済学
エピソード
  • How to Turn a Scattered Divorce Conversation Into One Calm Shared Page | Divorce | Tools
    2026/05/28

    Divorce meetings can leave clients with more information, but less clarity if everything still feels scattered and emotionally loaded. In this episode of Advising Humans, Yasmin and Kathleen explore how a one-page clarity map helps reduce mental load by turning the moving parts into one calm, shared page. They explain why this tool is especially useful when clients are overloaded, and how it creates sequence, ownership, and clearer next steps without adding more pressure. The conversation also walks through the structure of the map and shows how it helps clients leave meetings feeling clearer, calmer, and more grounded.

    Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.

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    8 分
  • The First 90 Seconds After Advisor Change | Advisor Change | Meeting Moves
    2026/05/26

    The first 90 seconds of an advisor change meeting can determine whether the client feels more uncertain or more steady. In this episode of Advising Humans, Yasmin and Kathleen explore what advisors should say when clients seem open to the transition on the surface but are quietly asking whether they still feel known and whether the change will be handled with care. They explain why rushing into bios, process, or reassurance can add pressure, and why the first job is to lower uncertainty and make continuity feel real. The conversation also shares a practical opening line, three key questions, and a simple way to close with structure and one clear next step.

    Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.

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    7 分
  • How to Create a Consistent Human Standard for Divorce Conversations | Divorce | Leadership
    2026/05/21

    Divorce conversations do not just test advisor skill. They test whether the firm can create a client experience that feels steady, human, and consistent under pressure. In this episode of Advising Humans, Yasmin and Kathleen explore how firm leaders can standardize the parts of divorce support that matter most without making advisors sound scripted. They walk through shared language, first-meeting guardrails, and a follow-up rhythm that helps teams create more clarity and continuity for clients. The conversation also shows why practicing one strong opening line and shared debrief language can make steady support feel more natural across the firm.

    Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.

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    6 分
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