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Advising Humans

Advising Humans

De : 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 Economie Finances privées
Épisodes
  • What to Say in the First 90 Seconds of a Divorce Meeting | Divorce | Meeting Moves
    Jun 11 2026

    The first 90 seconds of a divorce meeting can determine whether the client feels more pressured or more steady. In this mini episode of Advising Humans, Yasmin and Kathleen explore what advisors should say when the conversation becomes less about information and more about emotional relief, overload, and what happens next. They share a practical opening line, three high-impact questions, and the signals advisors should listen for beneath the surface. The conversation also shows why one clear next step, delivered in a steady tone, can protect decision quality and start building trust right away.

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

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    7 min
  • The First Real Relationship-Building Meeting After Advisor Change | Advisor Change | Meeting Moves
    Jun 9 2026

    The first real meeting after an advisor change is not just about reviewing details. It is a trust-building meeting where clients are deciding whether the new relationship feels personal, steady, and believable. In this mini episode of Advising Humans, Yasmin and Kathleen explore the three aims that matter most, showing real understanding, identifying what needs to stay steady, and making the relationship feel real before uncertainty grows. The conversation also shows what weakens trust in this moment, and how better openings, better questions, and a clearer close can help clients leave feeling known and more confident.

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

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    8 min
  • How to Protect Clients From Fog Decisions During Divorce | Divorce | Tools
    Jun 4 2026

    Divorce clients often want relief before they have real clarity, which makes rushed, regretful decisions more likely when emotions are running high. In this episode of Advising Humans, Yasmin and Kathleen explore how a decision freeze list helps advisors pause irreversible moves while still moving forward on what is actually required. They walk through what belongs on the list, the key exceptions that should not be delayed, and sample language that feels protective rather than controlling. The conversation also shows how this tool can reduce pressure, protect decision quality, and build trust when clients are most vulnerable.

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

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    8 min
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