If you've ever heard the term "behavioral finance" and thought it sounded more like a buzzword than a practical tool—you’re not alone. But here’s the truth: behavioral finance isn’t just theory. It’s one of the most efficient, effective ways to deepen your client relationships, differentiate yourself from AI, and deliver advice that actually sticks.

I recently sat down with Libby Greiwe on The Efficient Advisor podcast to break it all down. As a Licensed Marriage and Family Therapist and Certified Financial Behavior Specialist®, I’ve seen firsthand how integrating behavioral insights into your process doesn’t just help your clients—it makes your job as an advisor easier, more meaningful, and more human.

When people think about financial advising, they often picture spreadsheets, portfolios, and tax strategies. But in my conversation with Michael Kitces on the Financial Advisor Success podcast, we explored something just as important: the emotions, biases, and relational dynamics that drive client behavior.

When you think of taxes, what comes to mind? Deadlines. Deductions. Spreadsheets. Stress.

But there’s another layer most advisors and clients overlook: the psychology of taxes.

I joined The Mind Money Spectrum Podcast to talk about this very topic—where psychology and taxes intersect, and how understanding behavioral dynamics can actually improve your clients' financial decisions (and your planning process).

In my conversation on the Top Advisor Marketing Podcast, I unpacked what happens when financial advice and emotional complexity collide—and how advisors can show care and professionalism without overstepping their boundaries.

When it comes to financial decision-making, we like to believe we’re rational. Logical. Grounded in the numbers.

But as I shared on the Standard Deviations podcast with Dr. Daniel Crosby, what often drives financial behavior isn’t logic—it’s emotion.

In this episode, we explored the real-life dynamics behind the decisions clients make and what financial professionals can do to navigate them with more empathy, skill, and confidence.