Send us a text On this episode of The Get Ready Money Podcast, I spoke with Katherine Pomerantz, Rhianna Basore, and Joe Saul-Sehy about how the principles of improv can help us become better listeners, more engaged communicators, and more confident decision-makers—especially in uncertain or emotionally charged financial situations. 🔹 Commit fully to the next right step—even if it’s uncertain. 🔹 Trust your partner (or advisor) to have your back when you’re unsure. 🔹 Be fully prese...
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Katherine Pomerantz, Rhianna Basore, and Joe Saul-Sehy about how the principles of improv can help us become better listeners, more engaged communicators, and more confident decision-makers—especially in uncertain or emotionally charged financial situations. 🔹 Commit fully to the next right step—even if it’s uncertain. 🔹 Trust your partner (or advisor) to have your back when you’re unsure. 🔹 Be fully prese...
Integrating Financial Behavior for Stronger Client Relationships
The Get Ready Money Podcast
43 minutes
2 months ago
Integrating Financial Behavior for Stronger Client Relationships
Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Dr. Joshua Wilson, coach and speaker about how advisors can integrate financial behavior into their client relationships. Key takeaways: Relationships matter.People connect with personal journeys.Increase your productivity by removing distracting decisions. You can talk about yourself without bragging about yourself. People don’t make decisions purely on fact.Be boring with your investing and bold ...
The Get Ready Money Podcast
Send us a text On this episode of The Get Ready Money Podcast, I spoke with Katherine Pomerantz, Rhianna Basore, and Joe Saul-Sehy about how the principles of improv can help us become better listeners, more engaged communicators, and more confident decision-makers—especially in uncertain or emotionally charged financial situations. 🔹 Commit fully to the next right step—even if it’s uncertain. 🔹 Trust your partner (or advisor) to have your back when you’re unsure. 🔹 Be fully prese...
