Fearless Money Talks
Tired of money being a taboo topic? Welcome to Fearless Money Talks, featuring Halbert Hargrove's Co-Chief Investment Officer, Brian M. Spinelli, CFP®, AIF®, and Managing Director of Growth and Client Experience, Kelli Kiemle, AIF®.
Get ready for candid, fear-free discussions on helping your money work for you, navigating market ups and downs, and planning for your retirement.
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Fearless Money Talks
18. What Clients Want From a Financial Advisor
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Have you ever been in a conversation where someone kept explaining something long after you stopped caring?
That realization comes up in this episode of Fearless Money Talks, and it opens a bigger discussion about one of the most overlooked skills in financial advice: listening. From Kelli’s early retail jobs at Nordstrom to Brian’s first client meeting that went completely sideways, the team reflects on the moments that taught them an important lesson. Most clients don’t want a technical breakdown of their portfolio. They want to know what actually matters to them.
Brian Spinelli and Kelli Kiemle are joined by Brodrick Lothringer, who jumps in along the way with questions that help unpack what clients are looking for when they sit down with an advisor.
The conversation moves through the everyday realities behind financial advice. Why many advisors unintentionally overexplain, the questions clients are really trying to answer when they meet with an advisor, and how life changes such as retirement, inheritance, divorce, or simply wanting to enjoy the present often matter more than market performance.
There is humor, a few hard lessons, and a candid look at why good communication often beats technical expertise when it comes to building trust.
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