Human Side of Money – Build Trust and Connection with ClientsAFO|Wealth Management Forward
WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH!
Connect on LinkedIn:
Connect with Mike Knittel
Connect with Rory Henry
Connect with Brendan Frazier
Learn more about
Arrowroot Family Office
Human Side of Money - Build Trust and Connection with Clients
Rory and Mike Knittel of Arrowroot Family Office talk with Brendan Frazier, host of “The Human Side of Money” podcast, to talk about behavioral finance. Discover why only 70% of clients implement less than 20% of our financial planning recommendations. Find out why more so than income, gender, age, and education, it was our view of our future self that drives our savings. Listen as they discuss the evolutionary drivers of long-term decision-making and how it effects our ability to save money. Do you want to know why a powerful question is a superpower? Is our relationship to money really formed in our childhood? Find out the answers to these questions and more on this Human Side of Money Podcast with one of the leading voices in Behavioral Finance.