Episodes

  • 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
    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
  • Why Divorce Is a Client Experience Test for Your Firm | Divorce | Leadership
    Apr 9 2026

    Divorce is not just a difficult advisor moment. It is a firm-wide test of whether care feels steady, structured, and consistent when life gets heavy.

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    12 mins
  • Why Advisor Change Is Becoming a Bigger Risk | Advisor Change | Leadership
    Apr 9 2026

    Advisor change is becoming less occasional and more structural across the industry. Yasmin and Kathleen explore why retirement waves, advisor movement, and consolidation are turning this into a bigger continuity and client-experience risk for firms.

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    5 mins
  • When Divorce Becomes the Real Agenda | Divorce | Meeting Moves
    Apr 9 2026

    When a client says they’re getting divorced, the advisor’s first job is not to solve everything at once. Yasmin and Kathleen walk through how to lower pressure, find the real decision cluster, and help the client leave with one steadier next step.

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    12 mins
  • Advisor Change Is a Trust Test | Advisor Change | Insight
    Apr 9 2026

    Advisor change is not just an operational handoff. It is a trust test that reveals whether confidence lived with one person or was built into the broader client experience.

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    5 mins
  • The Business Case for the Human Side of Advice | Advising Humans | Leadership
    Apr 6 2026

    The human side of advice is not a soft skill add-on. Yasmin and Kathleen make the case for why better questions, steadier conversations, and more emotionally usable guidance lead to stronger trust, better client experience, and more durable differentiation.

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    10 mins