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Hosted by Advisor Innovation Lab · 🇺🇸 US · EN · 28 episodes
Established thought leaders with verified media credentials.
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 hosts Advising Humans, a business show with 28 episodes published.
Steve Springstead spent 33 years as a wealth advisor and portfolio manager. He built a team, led his own succession, and now coaches advisors and firms through the exact transition he just lived. In this conversation wit
The Great Wealth Transfer is not just about money moving. It is a trust test that reveals whether relationships were built deeply enough to hold when wealth changes hands. In this episode of Advising Humans, Yasmin and K
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 should say when the conve
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 believable. In this m
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 Kathleen explore how a d
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 carry forward the rela
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 how a one-page clarit
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 should say when client
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 Humans, Yasmin and Kath
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 as trust transitions,
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 Humans, Yasmin and Ka
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 because the experience
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 explore why emotional
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 recurring revenue, future gro
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 explore why money deci
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 often does not show up un
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 can misread certainty
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 relationship erosion that happe
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 not just a financial c
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 client is actually attache
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Advising Humans is hosted by Advisor Innovation Lab. The show is categorised under business (investing) and has published 28 episodes.
Advising Humans has published 28 episodes.
Advising Humans regularly covers business, investing. It sits in the business category, with a investing focus.
Advising Humans is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Advising Humans hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Advising Humans average 9 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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