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A client can walk into a meeting looking composed while life underneath the surface has already changed. In this opening episode of Advising Humans, Yasmin and Kathleen explore why life transitions often make even good advice harder to hear, and what advisors can do to bring more steadiness, clarity, and structure to those conversations. They discuss how reducing pressure, asking better questions, and helping clients find one clear next step can strengthen trust, improve decision quality, and shape the client experience in meaningful ways.
Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.
By Advisor Innovation LabA client can walk into a meeting looking composed while life underneath the surface has already changed. In this opening episode of Advising Humans, Yasmin and Kathleen explore why life transitions often make even good advice harder to hear, and what advisors can do to bring more steadiness, clarity, and structure to those conversations. They discuss how reducing pressure, asking better questions, and helping clients find one clear next step can strengthen trust, improve decision quality, and shape the client experience in meaningful ways.
Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.