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…
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…
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 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…
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…
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…
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 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…
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…
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…
