The Human Side of Money

The Human Side of Money

Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!

Episodes

EP149: Turning Financial Plans Into Purpose-Driven Lives with Emily Rassam

November 6, 2025 • 100 mins
Most Advisors build plans around numbers. Emily Rassam builds them around people. In this episode of The Human Side of Money, Brendan sits down with Emily Rassam, Partner and Senior Financial Planner, to explore how she infuses purpose and emotion into every aspect of the planning process. Emily’s approach goes beyond spreadsheets and projections. It’s about helping clients clarify their values, align their decisions, and live int...
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148: The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster

October 22, 2025 • 85 mins
At 38, Rick Foerster became financially independent after helping build a healthcare startup that went public. By every external measure, he had “enough.” But internally, he felt restless, disoriented, and unsure of what came next. In this candid conversation, Rick and Brendan Frazier explore what happens on the other side of enough, when financial freedom collides with the deeper human questions of identity, belonging, and purpos...
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147: How To Win Clients and Build Plans Using A Human-First Approach with Tim Maurer

September 10, 2025 • 83 mins
Winning more clients and creating a more client-centric planning experience requires a shift. A shift away from the numbers. A shift towards the human. In this episode, Tim Maurer, Chief Advisory Officer at Signature FD shares his insights on building a human-first approach to transform both your prospecting and your planning. Instead of relying on advisor-driven presentations, Tim focuses on connecting with what truly drives pe...
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146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris

August 27, 2025 • 100 mins
Most Advisors rely on technical expertise (IQ). But when you work with human beings, IQ alone often isn’t enough. You have to combine IQ and EQ (Emotional Intelligence). Shannon Harris, Managing Partner at Ecclesiastes Wealth Partners, has developed an approach that blends IQ with EQ by delivering values-based advice designed to reshape every client conversation. In this episode, she shares why she completely rebranded her firm...
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145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert

August 13, 2025 • 87 mins
What if everything you’ve been taught about preparing clients for retirement is only half the story? Fritz Gilbert spent a decade writing over 400 articles about life after work on his blog The Retirement Manifesto. But the real transformation happened after he actually retired. In this episode, Fritz reveals the surprising emotional challenges retirees face — from losing structure and identity to silently wondering, “Is this all...
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144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy

July 30, 2025 • 78 mins
What if the most important trust-building moments with clients aren’t during meetings, but actually in between them? It turns out that your communication between meetings ( texts, emails, calls, etc.) can significantly impact trust, satisfaction, and client retention. In this conversation, Dr. Megan McCoy shares her breakthrough research on the power of between-meeting communication and how Advisors can create a “web of support” ...
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143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon

July 16, 2025 • 92 mins
Most retirees prepare financially, but still feel lost when they step away from work. Why? Because emotional readiness is just as critical as a fully funded retirement account. Tony Hixon, CIMA®, RFC® knows this firsthand. After a personal tragedy reshaped his view of retirement, he realized that wealth without purpose leaves a void. Fortunately, Tony created an innovative solution.  In this episode, he shares how his Refocus Co...
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142: Transforming Your Onboarding Process Into A Referral Engine with Libby Greiwe

July 2, 2025 • 92 mins
What if your onboarding process could become your most powerful referral engine? Most advisors overlook onboarding as a strategic growth tool—and that’s a mistake. In this episode, Brendan Frazier sits down with Libby Greiwe, founder of The Efficient Advisor, podcast host, and author of The First 100 Days: The Advisor's Blueprint for a Remarkable Client Experience. Libby walks through how to assess your current process, design i...
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141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener

June 18, 2025 • 106 mins
The most common mistake advisors make with prospects? They deliver a logically-driven pitch showcasing all the ways they can help. But, prospects make decisions with the emotional part of the brain. And, that's why logical pitches fall on deaf ears. Stacy Havener, Founder and CEO at Havener Capital Partners, has raised billions for boutique asset managers, and she did it with words, not numbers. Her story-driven method taps into...
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140: The Human Side of Retirement with Dan Haylett (Part 2)

June 4, 2025 • 56 mins
What if retirement planning wasn’t just about saving but about learning how to spend? In Part 2 of The Human Side of Retirement,  Brendan Frazier continues his conversation with Dan Haylett to explore the emotional and psychological aspects of decumulation. They dig into the behavioral side of this transition, why a "save, save, save" mindset can hold clients back, and how to reframe retirement as a time to pursue fulfillment. A...
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139: The Human Side of Retirement with Dan Haylett (Part 1)

May 21, 2025 • 60 mins
Retirement isn't just about reaching a number - it's a deeply personal transition that requires more than financial planning. By understanding what truly matters beyond the numbers, you can better support clients in creating meaningful and fulfilling retirements. In Part One of this episode, Dan Haylett emphasizes the importance of shifting the focus from financial figures to human connection, purpose, and lasting memories. And ...
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138: How To Communicate The Intangible Value of Financial Planning with Michael Lecours

May 7, 2025 • 99 mins
Financial planning is a service-based business. You're selling the invisible. It can't be seen, touched or experienced before buying. Prospects are forced to search for other ways to evaluate the value of working with you (most of which are NOT great options to inform such an important decision!). Fortunately, Michael Lecours, a financial advisor and co-founder of fpPathfinder, joined the show to explain the challenges of com...
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137: A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets

April 29, 2025 • 49 mins
The conversations you have with clients during uncertain markets are the most important you’ll ever have. Helping them safely and confidently navigate times like these is likely the single most important thing you’ll ever do… If you know how to do it! In this episode, Brendan walks through a 4-step framework to equip you with everything you need to confidently guide your clients through uncertain markets You’ll Learn: The cr...
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136: A Process For Rewiring Financial Behavior and Identity with Danielle Howard

April 23, 2025 • 103 mins
Most advisors know they need to integrate the human element into their practice. But, it’s hard to decide WHAT to do and HOW to do it. Fortunately, Danielle Howard has successfully studied, tested and integrated the human element into her practice for over 30 years. And, through those years of learning and testing, she built the “Journey of Financial Health” process. In this conversation, Danielle reveals the steps of this proc...
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135: Breaking Money Silence with Kathleen Burns Kingsbury

March 26, 2025 • 81 mins
Talking about money remains one of the most challenging topics for many, often shrouded in silence and taboo.  Why do we hesitate to engage in money conversations, and how can financial advisors help break this cycle? Join Brendan Frazier as he chats with Kathleen Burns Kingsbury, the mastermind behind KBK Wealth Connection and author of "Breaking Money Silence."  Together, they delve into why we’re so reluctant to talk about mo...
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134: Turn Clients Into Raving Fans By Creating Memorable Experiences with Dennis Moseley-Williams

March 13, 2025 • 108 mins
Financial advice is no longer just about offering services—it’s about creating real, meaningful experiences for clients.  Because an experience unlike any other is the difference between a one-time sale and a lifelong client. You want to create experiences so exceptional that your clients aren’t even interested in hearing about an alternative.  And, they can’t wait to tell their friends and family about it. Fortunately, Dennis ...
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133: Creating A Visual Discovery Meeting Experience with David Armstrong

February 26, 2025 • 102 mins
If you want to grow your advisory business by bringing on new clients, you have to get three things right: Your marketing, messaging and meetings. Marketing: You have to attract the right prospects and repel the wrong ones. Messaging: You have to connect with the prospect. Meetings: You have to create an experience that infuses trust and clarity. Most advisors execute one or two of these at a high level. But those excelling a...
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132: The Search For Purpose and Meaning In Retirement with Tom Pendergast

February 12, 2025 • 96 mins
We all have an idea of what retirement will be like. But what happens when reality doesn’t match your expectations? For many, the transition from a structured career to unstructured free time isn’t as easy as it seems. That’s exactly what happened to Tom Pendergast. Tom is a retired professional who found himself facing an unexpected challenge: boredom In this episode, Tom reveals his personal journey through the human side of...
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131: The Soul of Wealth: Connecting Money and Meaning with Dr. Daniel Crosby

January 29, 2025 • 79 mins
We all know that true wealth goes far beyond money. Yet, we all act as though money is the ultimate end game. Like when your client says, “Once I get to $_____, then I’ll be ready.” But money is simply a tool to fund the life you want to live. And once you know how to use it, it’s a powerful tool for enhancing your happiness, meaning and fulfillment. But what are the ways that money can buy happiness? How can you use money to...
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130: Behavioral Finance Ideas Proven To Enhance Client Outcomes with Dan Egan

January 15, 2025 • 83 mins
As Betterment’s Director of Behavioral Science, Dan Egan knows that understanding human behavior is key to your client’s financial success. But knowing that’s true and knowing what to do about it are two different things. There are a lot of opinions thrown around in the behavioral finance space on what works and what doesn’t. And you probably don’t want to “test” some of these ideas on clients you hope to work with for 10-30 yea...
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