Best Libby Gilbert Podcasts (2025)

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Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow 1:00:03

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7d ago1:00:03

1:00:03

This year’s “Best of” episode is a highlight reel of the most impactful, yet practical strategies discussed in this year’s Human Side of Money podcast episodes. These strategies are designed for Financial Advisors who want human-centric steps they can implement into their business’ growth plan. What You’ll Learn: Why generic “don’t worry” emails ca…

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EP149: Turning Financial Plans Into Purpose-Driven Lives with Emily Rassam 1:40:27

2M ago1:40:27

1:40:27

Most Advisors build plans around numbers. Emily Rassam builds them around people. In this episode of The Human Side of Money, Brendan sits down with Emily Rassam, Partner and Senior Financial Planner, to explore how she infuses purpose and emotion into every aspect of the planning process. Emily’s approach goes beyond spreadsheets and projections. …

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148: The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster 1:25:55

2M ago1:25:55

1:25:55

At 38, Rick Foerster became financially independent after helping build a healthcare startup that went public. By every external measure, he had “enough.” But internally, he felt restless, disoriented, and unsure of what came next. In this candid conversation, Rick and Brendan Frazier explore what happens on the other side of enough, when financial…

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147: How To Win Clients and Build Plans Using A Human-First Approach with Tim Maurer 1:23:18

4M ago1:23:18

1:23:18

Winning more clients and creating a more client-centric planning experience requires a shift. A shift away from the numbers. A shift towards the human. In this episode, Tim Maurer, Chief Advisory Officer at Signature FD shares his insights on building a human-first approach to transform both your prospecting and your planning. Instead of relying on…

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146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris 1:40:16

4M ago1:40:16

1:40:16

Most Advisors rely on technical expertise (IQ). But when you work with human beings, IQ alone often isn’t enough. You have to combine IQ and EQ (Emotional Intelligence). Shannon Harris, Managing Partner at Ecclesiastes Wealth Partners, has developed an approach that blends IQ with EQ by delivering values-based advice designed to reshape every clien…

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145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert 1:27:41

5M ago1:27:41

1:27:41

What if everything you’ve been taught about preparing clients for retirement is only half the story? Fritz Gilbert spent a decade writing over 400 articles about life after work on his blog The Retirement Manifesto. But the real transformation happened after he actually retired. In this episode, Fritz reveals the surprising emotional challenges ret…

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144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy 1:18:58

5M ago1:18:58

1:18:58

What if the most important trust-building moments with clients aren’t during meetings, but actually in between them? It turns out that your communication between meetings ( texts, emails, calls, etc.) can significantly impact trust, satisfaction, and client retention. In this conversation, Dr. Megan McCoy shares her breakthrough research on the pow…

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143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon 1:32:35

5M ago1:32:35

1:32:35

Most retirees prepare financially, but still feel lost when they step away from work. Why? Because emotional readiness is just as critical as a fully funded retirement account. Tony Hixon, CIMA®, RFC® knows this firsthand. After a personal tragedy reshaped his view of retirement, he realized that wealth without purpose leaves a void. Fortunately, T…

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142: Transforming Your Onboarding Process Into A Referral Engine with Libby Greiwe 1:32:30

6M ago1:32:30

1:32:30

What if your onboarding process could become your most powerful referral engine? Most advisors overlook onboarding as a strategic growth tool—and that’s a mistake. In this episode, Brendan Frazier sits down with Libby Greiwe, founder of The Efficient Advisor, podcast host, and author of The First 100 Days: The Advisor’s Blueprint for a Remarkable C…

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141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener 1:46:45

6M ago1:46:45

1:46:45

The most common mistake advisors make with prospects? They deliver a logically-driven pitch showcasing all the ways they can help. But, prospects make decisions with the emotional part of the brain. And, that’s why logical pitches fall on deaf ears. Stacy Havener, Founder and CEO at Havener Capital Partners, has raised billions for boutique asset m…

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140: The Human Side of Retirement with Dan Haylett (Part 2) 56:37

7M ago56:37

56:37

What if retirement planning wasn’t just about saving but about learning how to spend? In Part 2 of The Human Side of Retirement, Brendan Frazier continues his conversation with Dan Haylett to explore the emotional and psychological aspects of decumulation. They dig into the behavioral side of this transition, why a “save, save, save” mindset can ho…

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139: The Human Side of Retirement with Dan Haylett (Part 1) 1:00:20

7M ago1:00:20

1:00:20

Retirement isn’t just about reaching a number – it’s a deeply personal transition that requires more than financial planning. By understanding what truly matters beyond the numbers, you can better support clients in creating meaningful and fulfilling retirements. In Part One of this episode, Dan Haylett emphasizes the importance of shifting the foc…

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138: How To Communicate The Intangible Value of Financial Planning with Michael Lecours 1:39:31

8M ago1:39:31

1:39:31

Financial planning is a service-based business. You’re selling the invisible. It can’t be seen, touched or experienced before buying. Prospects are forced to search for other ways to evaluate the value of working with you (most of which are NOT great options to inform such an important decision!). Fortunately, Michael Lecours, a financial advisor a…

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137: A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets 49:40

8M ago49:40

49:40

The conversations you have with clients during uncertain markets are the most important you’ll ever have. Helping them safely and confidently navigate times like these is likely the single most important thing you’ll ever do… If you know how to do it! In this episode, Brendan walks through a 4-step framework to equip you with everything you need to…

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136: A Process For Rewiring Financial Behavior and Identity with Danielle Howard 1:43:19

8M ago1:43:19

1:43:19

Most advisors know they need to integrate the human element into their practice. But, it’s hard to decide WHAT to do and HOW to do it. Fortunately, Danielle Howard has successfully studied, tested and integrated the human element into her practice for over 30 years. And, through those years of learning and testing, she built the “Journey of Financi…

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135: Breaking Money Silence with Kathleen Burns Kingsbury 1:21:52

9M ago1:21:52

1:21:52

Talking about money remains one of the most challenging topics for many, often shrouded in silence and taboo. Why do we hesitate to engage in money conversations, and how can financial advisors help break this cycle? Join Brendan Frazier as he chats with Kathleen Burns Kingsbury, the mastermind behind KBK Wealth Connection and author of “Breaking M…

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134: Turn Clients Into Raving Fans By Creating Memorable Experiences with Dennis Moseley-Williams 1:48:45

10M ago1:48:45

1:48:45

Financial advice is no longer just about offering services—it’s about creating real, meaningful experiences for clients. Because an experience unlike any other is the difference between a one-time sale and a lifelong client. You want to create experiences so exceptional that your clients aren’t even interested in hearing about an alternative. And, …

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133: Creating A Visual Discovery Meeting Experience with David Armstrong 1:42:08

10M ago1:42:08

1:42:08

If you want to grow your advisory business by bringing on new clients, you have to get three things right: Your marketing, messaging and meetings. Marketing: You have to attract the right prospects and repel the wrong ones. Messaging: You have to connect with the prospect. Meetings: You have to create an experience that infuses trust and clarity. M…

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132: The Search For Purpose and Meaning In Retirement with Tom Pendergast 1:36:05

11M ago1:36:05

1:36:05

We all have an idea of what retirement will be like. But what happens when reality doesn’t match your expectations? For many, the transition from a structured career to unstructured free time isn’t as easy as it seems. That’s exactly what happened to Tom Pendergast. Tom is a retired professional who found himself facing an unexpected challenge: bor…

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131: The Soul of Wealth: Connecting Money and Meaning with Dr. Daniel Crosby 1:19:49

11M ago1:19:49

1:19:49

We all know that true wealth goes far beyond money. Yet, we all act as though money is the ultimate end game. Like when your client says, “Once I get to $_____, then I’ll be ready.” But money is simply a tool to fund the life you want to live. And once you know how to use it, it’s a powerful tool for enhancing your happiness, meaning and fulfillmen…

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130: Behavioral Finance Ideas Proven To Enhance Client Outcomes with Dan Egan 1:23:55

12M ago1:23:55

1:23:55

As Betterment’s Director of Behavioral Science, Dan Egan knows that understanding human behavior is key to your client’s financial success. But knowing that’s true and knowing what to do about it are two different things. There are a lot of opinions thrown around in the behavioral finance space on what works and what doesn’t. And you probably don’t…

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129: The Best Ideas and Insights from 2024 1:15:32

12M ago1:15:32

1:15:32

The Human Side of Money in 2024: Released 24 episodes Delivered 1,933 minutes of content on the human side of advice Inside those 24 episodes and 1,933 minutes lie countless ideas, insights, and nuggets that will do two things: Enhance and enrich your clients’ lives and forever change the trajectory of your business and career. But, there were cert…

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128: The 3 R’s of Relationship Marketing with Bill Cates 1:24:44

1y ago1:24:44

1:24:44

“If you’re not relevant, you’re ignored. If you’re not compelling, you’re forgotten.” Bill Cates, the “OG” of relationship marketing, knows that genuine connections are the heart of a thriving and growing practice. But with technology constantly reshaping how we connect, how do you still leverage a human connection? For decades, Bill has mastered t…

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127: Preparing Your Clients and Practice for Behavioral Finance 3.0 with Meir Statman 1:37:40

1y ago1:37:40

1:37:40

Meir Statman, a trailblazer in behavioral finance, says: “Financial well-being underlies life well-being.” Advisors know their clients want to feel happy and fulfilled and make decisions aligned with their values. But weaving that into financial advice? That’s the challenge. And, that’s the next frontier for behavioral finance. Meir has witnessed e…

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126: Love & Money: The Keys To Financial Success As A Couple with Doug and Heather Boneparth 1:30:50

1y ago1:30:50

1:30:50

Does money talk strengthen your relationship—or strain it? Doug and Heather Boneparth, a dynamic husband-wife team and experienced financial advisors, share the inside scoop on what makes relationships tick—financially and emotionally. Drawing from personal experience, they reveal practical ways for couples to redefine financial responsibilities, a…

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125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz 1:17:15

1y ago1:17:15

1:17:15

Here’s a question for you: On a scale of 1-10, how confident are you that your screening process will yield conversations with prospects who are a good fit AND ready to take action? If you answered anything less than an 8, you’re in good company. Most advisors spend way too much time meeting with prospects only to find out they aren’t a good fit. F…

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124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas 1:35:47

1y ago1:35:47

1:35:47

Here’s the outline for most review meetings with long-time clients: How is life? How is the family? Any major changes or updates? Here’s your situation. Everything looks good. See you next year. And, that’s not bad. But there’s a better way. It’s called a “Re-Discovery” meeting. And, not only, does it keep your clients engaged while reinforcing you…

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123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek 1:40:02

1y ago1:40:02

1:40:02

Financial advisors are on the front lines of bad news. Your entire business is filled with clients who have either experienced grief or will experience grief at some point in their lives. When that time comes, you’ll often be one of the first people they talk to. And, unfortunately, we aren’t naturally “grief-literate.” We feel awkward, don’t know …

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122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley 1:33:48

1+ y ago1:33:48

1:33:48

Are your clients drifting aimlessly or swimming purposefully towards their financial goals? The default for clients is to pick goals on autopilot. Goals that have been determined by society, friends, and their upbringing. In this episode, Isaac Presley shares how he creates the time and space for his clients to create more intentional goals using a…

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121: A Playbook To Master The Human Side of Advice with Michael Kitces 1:54:40

1+ y ago1:54:40

1:54:40

When you want to learn something about financial planning and advice, the ultimate source is Michael Kitces. Most people know Michael is a spreadsheet-loving, technical wizard. What most people don’t know is that he also fully believes in the human side. In this episode, Michael explains the skills and processes advisors need to know on the path to…

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120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke 1:38:03

1+ y ago1:38:03

1:38:03

Michael Finke’s research shows that the trifecta of a happy and fulfilling retirement incorporates: Money Health Social Connection Most financial advisors know the money part. But how can you incorporate the other health and social connection parts into a financial plan to help your clients live a happy and fulfilling retirement? Fortunately, Micha…

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119: A 3-Step Process for Crafting a Statement of Financial Purpose with Andy Baxley – Part II 1:23:14

1+ y ago1:23:14

1:23:14

*This is a continuation of the conversation that started in the previous episode (Episode 118). We highly recommend listening to that episode first! A statement of financial purpose serves as the mission statement for your client’s financial life. It acts as the north star for making financial decisions that are in alignment with the things that ar…

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118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I 1:19:17

1+ y ago1:19:17

1:19:17

A Statement of Financial Purpose serves as the mission statement for your client’s financial life. It acts as the north star or lens for making financial decisions to ensure they are aligned with what’s truly most important. Most advisors love the idea, but they don’t know how to do it. Fortunately, Andy Baxley created an entire course on it. And, …

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117: Mastering The Art of Trust-Based Selling with Kerry Johnson 1:17:42

1+ y ago1:17:42

1:17:42

The growth of your business hinges on your ability to build and establish trust with prospective clients. In this episode, Kerry Johnson, “America’s Business Psychologist” reveals psychological insights on how to master the art of trust-based selling. You’ll Learn: Signs that a prospect is interested (or not!) The anatomy of an elevator speech that…

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116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter 1:13:40

1+ y ago1:13:40

1:13:40

Love and money are two emotional subjects on their own. And one HIGHLY emotional subject when combined together. Next time you meet with a couple, think about these numbers: 70% have disagreed about their financial situation 73% say finances are a source of tension in their relationship 47% say this tension has impacted the intimacy with their part…

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115: The 5 Pillars of The Ultimate Intro Meeting 35:00

1+ y ago35:00

35:00

The intro meeting is the lifeblood of an advisory business. It’s either the single most expensive or the single most profitable activity that you’ll ever engage in. Yet, almost everything you’ve been taught about how to conduct these meetings is backwards. It contradicts everything psychology research tells us that a prospect needs. In this episode…

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114: Combining Psychology With Technology To Transform Client Outcomes with Emily Koochel 1:29:25

1+ y ago1:29:25

1:29:25

The combination of financial psychology and technology has a multiplier effect on client outcomes. Advisors who effectively integrate both into their practice see significantly higher levels of: Satisfaction Loyalty Referrals Trust But, before you get these outcomes, you have to know how to effectively combine the two. Fortunately, Emily Koochel pi…

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113: 8 Secrets To Asking Great Questions That Get Great Answers 39:17

1+ y ago39:17

39:17

More important than what questions you ask is how you ask them. In this episode, shares 8 proven ways to ask better questions that lead to better answers, conversations, and relationships. The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.= *To…

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112: Using “Influence” Techniques To Persuade Prospects To Become Clients with Evan Beach 1:06:14

1+ y ago1:06:14

1:06:14

Three important questions every advisor should answer: Do you think you provide a valuable and life-changing service? Do you think your clients are better off with you than without you, even after they pay? Do you find that even though they’re better off with you, they still need a little nudge to make the decision to work with you? If you answered…

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111: The Most Important Skill In Financial Advice 35:12

1+ y ago35:12

35:12

There is one skill that will impact your success and your client’s success more than anything else. The ability to listen. More specifically, the ability to listen with empathy and curiosity. In this episode, we’ll look at: The neuroscience and benefits of listening 3 ideas to instantly improve your listening skills An advisor testimonial on the po…

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[GREATEST HITS] Episode 18: Understanding A Client’s Money Mindset In Order To Maximize Their Well-Being with Sarah Newcomb 1:43:08

2y ago1:43:08

1:43:08

The greatest barrier for every client isn’t lack of information. It’s their own mindset and behavior. Whether it’s someone who over-spends, someone who under-spends, someone who wants to sell out at the worst possible time, or even the person who never sends in the data you need… The key to changing their behavior starts with understanding their mo…

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110: Leveraging Client Feedback To Create Meaningful Conversations And Engaged Clients with Julie Littlechild 1:21:05

2y ago1:21:05

1:21:05

Research consistently shows that >90% of clients are satisfied. At first glance, it sounds like a good thing. But, if over 90% of clients are satisfied, then client satisfaction ceases to be a differentiator. It’s now tablestakes. Which then prompts the question: “Should we be aiming for something more than satisfaction?” Julie Littlechild suggests…

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109: How To Deliver Advice That Clients Actually Follow 34:10

2y ago34:10

34:10

If you want your clients to actually follow through on the advice you give, you have to shift your approach. You have to shift from “Advisor-Driven” to “Client-Inspired” advice. Client-inspired advice provides the client with control, confidence, and autonomy. When you can provide these three things, it paves the way to behavior change and implemen…

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108: The Secrets To Communicate With Confidence In Any Situation with Matt Abrahams 56:51

2y ago56:51

56:51

Your success in this profession and the quality of your relationships are directly correlated with your communication skills. Think about the communication you have with clients and prospects. It’s almost always “spontaneous communication.” It’s not planned, prepared or scripted. How you respond in these spontaneous situations will oftentimes dicta…

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107: The Communication Superpower For Creating Authority And Urgency with Sten Morgan 1:16:21

2y ago1:16:21

1:16:21

Most financial advisors’ meetings are underwhelming. They typically include a mix of small talk, dialogue, fact-finding, and a less-than-riveting display of numbers and charts. It’s the main reason why prospects leave your office and don’t respond for months (if ever), despite the fact that they need help. And you knew you could help them. It’s als…

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106: The Trust Mandate: How To Build High-Trust Relationships With Clients And Prospects with Herman Brodie 1:30:45

2y ago1:30:45

1:30:45

Trust is the foundation of success in financial advice. You need trust to get prospects to become clients and you need trust to get clients to follow-through and do the things you ask them to do. Without trust, you have no business. But, if you know how to consistently build trust with both prospects and clients, it will take your relationships AND…

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105: The Importance of Giving Advice That Sticks with Dr. Moira Somers (Repost) 58:52

2y ago58:52

58:52

The perfect plan is rendered useless in the absence of execution. Or, as Dr. Moira Somers says: “What’s the point of technically proficient advice if the client won’t act on it?” You would think that providing someone a step-by-step plan to accomplish their goals would be all that’s needed to spur someone into action. But, anyone that works with pe…

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104: The Best Ideas & Insights From 2023 1:27:12

2y ago1:27:12

1:27:12

The Human Side of Money in 2023: Released 35 episodes Crossed over 100k downloads (and almost 200k!) Delivered 2,517 minutes of content on the human side of advice Inside those 35 episodes and 2,517 minutes lie countless ideas, insights, and nuggets that will do two things: Enhance and enrich your clients’ lives and forever change the trajectory of…

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103: Making The Shift To Human-First Financial Guidance with Ross Marino 1:49:17

2y ago1:49:17

1:49:17

There’s a critical mistake made by almost every advisor around the world every single day. We focus more on the plan than the person. More on what we do than what they need. Our natural approach is plan-centric. Meanwhile, the industry is shifting towards human-first financial guidance. Fortunately, Ross Marino embraced this shift long ago and buil…

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102: Delivering Advice That’s Easy To Implement By Making It Reasonable Not Rational 29:40

2y ago29:40

29:40

Lack of follow-through and implementation of advice is a widespread problem. One study revealed this gut-wrenching stat: 70% of clients implement less than 20% of financial planning recommendations. There are a number of reasons to explain this. A primary reason is that advisors deliver advice that looks good on a spreadsheet, but it doesn’t fit in…