Advisor Innovation Lab

Advising Humans

Business EN ↓ 28 episodes

Advising Humans is a podcast for financial advisors and firm leaders who know the real work starts when life changes, not when the charts are printed. Each episode steps into a major life transition and reveals what clients are feeling but rarely say out loud, then turns that insight into clear questions and practical meeting-ready guidance. It’s part human story, part trusted prep tool, built to help advisors show up steadier and earn deeper trust when it matters most.

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Advisor Innovation Lab

Episodes

Advisor Change Is a Trust Test | Advisor Change | Insight 09.04.2026 4:46

An advisor change can look smooth internally and still feel destabilizing to the client. In this mini episode of Advising Humans , Yasmin and Kathleen explore why advisor transitions are not just handoffs, but trust tests that reveal whether the client still feels known, confident, and connected to the firm. They explain why trust does not automatically transfer even when the operational details a...

The Business Case for the Human Side of Advice | Advising Humans | Leadership 06.04.2026 10:29

A relationship-driven advisory firm is not tested most in routine meetings. It is tested when life changes, trust is strained, and clients are quietly deciding whether they still feel safe with the firm. In this episode of Advising Humans , Yasmin and Kathleen explore why retention, succession, referrals, and long-term firm value depend on how well advisors handle moments like divorce, death, busi...

When the Room Changes | Advising Humans | Insight 06.04.2026 7:53

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...