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Advising Humans

Advising Humans

By: Advisor Innovation Lab
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About this listen

 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.Advisor Innovation Lab Economics Personal Finance
Episodes
  • Satisfied Is Not the Same as Loyal | Advisor Change | Leadership

    Satisfied Is Not the Same as Loyal | Advisor Change | Leadership
    Apr 14 2026

    A client can be satisfied with the firm and still be emotionally loyal to one advisor. Yasmin and Kathleen unpack why advisor change often exposes that difference, and why comfort is not the same as durable commitment.
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    8 mins
  • What Good Support Should Feel Like During Divorce | Divorce | Insight

    What Good Support Should Feel Like During Divorce | Divorce | Insight
    Apr 9 2026

    Good support during divorce should feel calmer, clearer, and more doable, not heavier or more confusing. Yasmin and Kathleen reframe what real help sounds like when a client is overloaded and still trying to make important decisions.
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    12 mins
  • What Clients Feel but Don’t Say During Advisor Change | Advisor Change | Insight

    What Clients Feel but Don’t Say During Advisor Change | Advisor Change | Insight
    Apr 9 2026

    Clients can look calm during advisor change while privately wondering whether they still feel known, whether anything will get missed, and whether they now have to start over. This episode helps advisors hear the uncertainty underneath the surface.
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    7 mins
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