Advising Humans

Advising Humans

Advisor Innovation Lab

Episodes 26
Avg. Duration 7m
Activity Highly Active
Since Apr 2026
Latest Episode Jun 2026

Publishing Details

Schedule
Every Few Days
Format
Episodic
Consistency
61%
Hosting
feeds.transistor.fm

Contact & Outreach

About This Podcast

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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Recent Episodes

What to Say in the First 90 Seconds of a Divorce Meeting | Divorce | Meeting Moves

Jun 11, 2026 6m

The first 90 seconds of a divorce meeting can determine whether the client feels more pressured or more steady. In this mini episode of Advising Humans, Yasmin and Kathleen explore what advisors…

The First Real Relationship-Building Meeting After Advisor Change | Advisor Change | Meeting Moves

Jun 09, 2026 8m

The first real meeting after an advisor change is not just about reviewing details. It is a trust-building meeting where clients are deciding whether the new relationship feels personal, steady, and…

How to Protect Clients From Fog Decisions During Divorce | Divorce | Tools

Jun 04, 2026 8m

Divorce clients often want relief before they have real clarity, which makes rushed, regretful decisions more likely when emotions are running high. In this episode of Advising Humans, Yasmin and…

How to Use the Trust Transfer Map During Advisor Change | Advisor Change | Tools

Jun 02, 2026 10m

An advisor transition can feel smooth internally while the client quietly fears becoming unknown. In this mini episode of Advising Humans, Yasmin and Kathleen explore how a trust transfer map helps…

How to Turn a Scattered Divorce Conversation Into One Calm Shared Page | Divorce | Tools

May 28, 2026 8m

Divorce meetings can leave clients with more information, but less clarity if everything still feels scattered and emotionally loaded. In this episode of Advising Humans, Yasmin and Kathleen explore…

The First 90 Seconds After Advisor Change | Advisor Change | Meeting Moves

May 26, 2026 7m

The first 90 seconds of an advisor change meeting can determine whether the client feels more uncertain or more steady. In this episode of Advising Humans, Yasmin and Kathleen explore what advisors…

How to Create a Consistent Human Standard for Divorce Conversations | Divorce | Leadership

May 21, 2026 6m

Divorce conversations do not just test advisor skill. They test whether the firm can create a client experience that feels steady, human, and consistent under pressure. In this episode of Advising…

Why the First 90 Days Matter So Much in Advisor Change | Advisor Change | Leadership

May 19, 2026 9m

The first 90 days of an advisor change often decide whether trust holds or starts to erode. In this episode of Advising Humans, Yasmin and Kathleen explore why advisor transitions should be treated…

Why Divorce Is a Retention and Trust Moment | Divorce | Leadership

May 14, 2026 6m

Divorce is not just a technical advice moment. It is a trust moment where clients are deciding whether the firm feels steady, coordinated, and safe when life gets harder. In this episode of Advising…

What Great Firms Do Differently During Advisor Change | Advisor Change | Leadership

May 12, 2026 8m

A warm handoff does not automatically create trust transfer. In this episode of Advising Humans, Yasmin and Kathleen explore why advisor transitions often go wrong not because firms lack care, but…

The Industry Blind Spot: Financial-Only Engagement Fails Here | Divorce | Leadership

May 07, 2026 5m

Divorce advice often misses not because the analysis is wrong, but because the meeting moves too fast for what the client can actually absorb. In this episode of Advising Humans, Yasmin and Kathleen…

When Trust Transfer Fails, the Damage Becomes Financial | Advisor Change | Leadership

May 05, 2026 7m

Advisor change is not just a relationship issue, it is also a valuation risk. In this episode of Advising Humans, Yasmin and Kathleen explore why weakened trust during transitions can affect…

The Identity Shift Hiding Inside Divorce Decisions | Divorce | Insight

Apr 30, 2026 7m

Divorce can look practical on the surface while deeply unsettling a client’s identity, routines, relationships, and sense of self underneath. In this episode of Advising Humans, Yasmin and Kathleen…

Shared Paperwork Is Not the Same as Shared Trust | Advisor Change | Insight

Apr 28, 2026 8m

A household relationship can look solid on paper while most of the real trust sits with just one person. In this episode of Advising Humans, Yasmin and Kathleen explore why that hidden fragility…

What Clients Feel but Don’t Say During Divorce | Divorce | Insight

Apr 23, 2026 6m

A divorce client can seem calm on the surface while feeling flooded with grief, fear, and too many decisions underneath. In this episode of Advising Humans, Yasmin and Kathleen explore why advisors…

The Hidden Risk of Silent Disengagement | Advisor Change | Leadership

Apr 21, 2026 6m

A client can stay after an advisor change and still be drifting away from the firm. In this episode of Advising Humans, Yasmin and Kathleen explore silent disengagement, the hidden form of…

The Moment the Meeting Stops Being About the Numbers | Divorce | Insight

Apr 17, 2026 5m

A meeting can start with a technical agenda, then shift completely when a client reveals they’re getting divorced. In this episode of Advising Humans, Yasmin and Kathleen explore why that moment is…

Satisfied Is Not the Same as Loyal | Advisor Change | Leadership

Apr 14, 2026 7m

A client can be satisfied and still not be truly loyal to the firm. In this episode of Advising Humans, Yasmin and Kathleen explore why advisor change is such a powerful stress test of what the…

What Good Support Should Feel Like During Divorce | Divorce | Insight

Apr 09, 2026 12m

Divorce can look organized on the surface while everything underneath feels overwhelming, depleted, and hard to process. In this episode of Advising Humans, Yasmin and Kathleen explore why good…

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

Apr 09, 2026 6m

An advisor change can look clean on the surface while clients quietly feel more unsettled than they let on. In this mini episode of Advising Humans, Yasmin and Kathleen explore the real client…

Frequently Asked Questions

How many episodes does Advising Humans have?

Advising Humans has published 26 episodes since April 2026, covering topics in Business, Investing.

Is Advising Humans still active?

Advising Humans is currently highly active with new episodes every few days. Average episode length is 7m.

How do I contact Advising Humans for sponsorship or guest appearances?

Sign up on Grep.FM to access contact details for Advising Humans, including email and social media links.

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