The Get Ready Money Podcast
The Get Ready Money Podcast with Tony Steuer features insightful conversations with thought leaders who are transforming how we think about money.
Each episode provides actionable tips and meaningful insights to help you ask the right questions, improve your financial conversations, and take control of your financial future. Whether you’re a financial professional or simply looking to strengthen your financial foundation, this podcast will leave you empowered and prepared.
“The litmus test for a terrific podcast has to be that you found yourself wishing you were ‘in the room’ for the conversation you're listening to, so you could participate. I had that feeling when Tony Steuer, CLU, LA, CPFFE and Bobbi Rebell Kaufman, CFP® were discussing the importance of understanding who you are taking financial advice from, and how much further in life just a little more intention can get you. Worth a listen!” – Karen Holland
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The Get Ready Money Podcast
Integrating Financial Behavior for Stronger Client Relationships
On the latest episode of The Get Ready Money Podcast, I spoke with Dr. Joshua Wilson, coach and speaker about how advisors can integrate financial behavior into their client relationships.
Key takeaways:
- Relationships matter.
- People connect with personal journeys.
- Increase your productivity by removing distracting decisions.
- You can talk about yourself without bragging about yourself.
- People don’t make decisions purely on fact.
- Be boring with your investing and bold with your earning potential.
Connect with Dr. Joshua Wilson:
Podcast:
- Untamed Ethos Podcast (Apple Podcasts)
Book:
- Atomic Habits by James Clear (Bookshop)
Bio:
Dr. Joshua Wilson started his career the way most advisors do—trying to compete on credentials, logic, and hustle. With no salary, no leads, and a rented room to keep expenses low, he built his book of business from zero. Later, he stepped in as CEO of a struggling RIA and led it through a turnaround and successful sale. Along the way, he realized the turning point in his success wasn’t more designations or better charts—it was the moments when clients felt he was the right fit before they even spoke to him. That insight led him to pursue a PhD in Behavioral Finance, where he studied how people make financial decisions—through trust, emotion, and subconscious cues.
Today, he leads NeuBeFi, a strategy firm that helps advisors and financial brands build stronger positioning by aligning their message with how the brain makes decisions. His work sits at the intersection of behavioral science, communication strategy, and real-world leadership.
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
