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The Neuroscience of Conversations with Mary Schmid

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Manage episode 462325346 series 3461765
Content provided by Meredith Wegerdt and Harbor Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Meredith Wegerdt and Harbor Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
On this episode of The Active Advisor podcast, host Bryan Moore is joined by Mary Schmid, Founder and CEO of Mary Schmid Consulting.

Join them as they discuss:
  • Understanding the neuroscience of conversations
  • Three levels of conversation and what you’re missing
  • How to have Transformational conversations that build trust
  • Your one-minute drill to use before every client conversation.
  • Navigating Difficult Conversations
  • The Ripple Effect of Good Communication

Mary Schmid, MBA, is a communication and leadership specialist who teaches financial professionals, firm owners, and high achievers how to lead transformational conversations and elevate client interactions into trust-building experiences. Grounded in the neuroscience of conversations, her Conversational Edge System equips financial professionals with the skills to guide discussions that foster trust and collaboration, delivering extraordinary client and team experiences. Mary’s approach provides a competitive advantage by shifting from transactional advice to cultivating lasting, meaningful relationships that foster loyalty and long-term success.

Harbor Capital Details

Guest Details

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so

  continue reading

50 episodes

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Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on March 12, 2025 09:03 (2M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 462325346 series 3461765
Content provided by Meredith Wegerdt and Harbor Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Meredith Wegerdt and Harbor Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
On this episode of The Active Advisor podcast, host Bryan Moore is joined by Mary Schmid, Founder and CEO of Mary Schmid Consulting.

Join them as they discuss:
  • Understanding the neuroscience of conversations
  • Three levels of conversation and what you’re missing
  • How to have Transformational conversations that build trust
  • Your one-minute drill to use before every client conversation.
  • Navigating Difficult Conversations
  • The Ripple Effect of Good Communication

Mary Schmid, MBA, is a communication and leadership specialist who teaches financial professionals, firm owners, and high achievers how to lead transformational conversations and elevate client interactions into trust-building experiences. Grounded in the neuroscience of conversations, her Conversational Edge System equips financial professionals with the skills to guide discussions that foster trust and collaboration, delivering extraordinary client and team experiences. Mary’s approach provides a competitive advantage by shifting from transactional advice to cultivating lasting, meaningful relationships that foster loyalty and long-term success.

Harbor Capital Details

Guest Details

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so

  continue reading

50 episodes

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