Tag: Human Connection

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Authenticity Over Automation (Ep. 6)

Authenticity Over Automation (Ep. 6)

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AI may reshape financial services—but it will never replace empathy.

This week, Thomas J. Manetta shares how owning his firm redefined his identity, strengthened client bonds, and sparked a deeper purpose. With automation rising, it’s the human touch that sets advisors apart. This episode explores why genuine relationships are the future of advisory services.

Thomas discusses: 

  • [00:07:53] How AI will streamline investment, tax, and estate planning, but cannot replace the emotional intelligence and advocacy of a human advisor
  • [00:02:42] The power of alignment—between advisor, client, and custodian—is a foundation for authentic and trust-based relationships
  • [00:02:00] How launching his firm led to personal transformation and stronger client connections, marked by vulnerability and mutual respect
  • [00:06:26] How advisors should prioritize intention and empathy in planning processes, integrating emotional care with financial advice
  • [00:13:38] The emerging shift in the profession toward human-centric, authenticity-led practices, and how tech like ChatGPT can help clients find aligned advisors
  • And more!

Connect with Thomas Manetta: 

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The Emotional Impact of Financial Decisions: A True Story (Ep. 3)

The Emotional Impact of Financial Decisions: A True Story (Ep. 3)

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What truly makes a financial advisor irreplaceable during life’s toughest times?

In this heart-touching episode of “Behind the Curtain Finance,” host Thomas Manetta shares the emotional journey of helping two sisters facing significant life challenges. Join Thomas as he navigates through complexities, offers empathy, and reshapes what it means to be a financial advisor today. Discover how Thomas turned a difficult situation into a bond of trust and transparency, underscoring the powerful impact of a truly client-first approach.

This is a must-listen for anyone who values genuine, conflict-free financial advice!

Thomas discusses:

  • How two sisters found financial clarity during a crisis [00:00:52]
  • The challenges and triumphs in offering true fiduciary care [00:03:30]
  • Navigating the complexities of handling a loved one’s financial affairs [00:07:24]
  • The strategic advantages of modern platforms like Altruist [00:13:19]
  • The profound personal growth that stems from delivering client-focused service [00:14:45]

This episode is a deep dive into the heart of financial advising, where human connection meets professional integrity.

Connect with Thomas Manetta: 

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