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

148: Do Business, Do Life: Redefining What Advisor Success Looks Like with Brad Johnson

September 24, 2025 • 97 mins
What happens when you chase growth, double revenue year after year, and finally realize the business you’ve built is slowly consuming your life? Brad Johnson, Co-Founder of Triad Partners and former host of The Elite Advisor Blueprint, shares the raw story of leaving behind a secure, high-paying role to pursue a new vision of what success in financial advice can look like. From sleepless nights as a new entrepreneur to creating a ...
Mark as Played

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...
Mark as Played

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...
Mark as Played

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...
Mark as Played

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” ...
Mark as Played

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...
Mark as Played

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...
Mark as Played

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...
Mark as Played

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...
Mark as Played

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 ...
Mark as Played

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...
Mark as Played

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...
Mark as Played

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...
Mark as Played

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...
Mark as Played

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 ...
Mark as Played

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...
Mark as Played

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...
Mark as Played

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...
Mark as Played

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...
Mark as Played

129: The Best Ideas and Insights from 2024

December 31, 2024 • 75 mins
The Human Side of Money in 2024: Released 24 episodes Delivered 1,933 minutes of content on the human side of advice Inside those 24 episodes and 1,933 minutes lie countless ideas, insights, and nuggets that will do two things: Enhance and enrich your clients’ lives and forever change the trajectory of your business and career. But, there were certain ideas inside each episode and conversation that delivered more impact tha...
Mark as Played

Popular Podcasts

    Stuff You Should Know

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    Dateline NBC

    Dateline NBC

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

    Cardiac Cowboys

    Cardiac Cowboys

    The heart was always off-limits to surgeons. Cutting into it spelled instant death for the patient. That is, until a ragtag group of doctors scattered across the Midwest and Texas decided to throw out the rule book. Working in makeshift laboratories and home garages, using medical devices made from scavenged machine parts and beer tubes, these men and women invented the field of open heart surgery. Odds are, someone you know is alive because of them. So why has history left them behind? Presented by Chris Pine, CARDIAC COWBOYS tells the gripping true story behind the birth of heart surgery, and the young, Greatest Generation doctors who made it happen. For years, they competed and feuded, racing to be the first, the best, and the most prolific. Some appeared on the cover of Time Magazine, operated on kings and advised presidents. Others ended up disgraced, penniless, and convicted of felonies. Together, they ignited a revolution in medicine, and changed the world.

    The Bobby Bones Show

    The Bobby Bones Show

    Listen to 'The Bobby Bones Show' by downloading the daily full replay.

    The Clay Travis and Buck Sexton Show

    The Clay Travis and Buck Sexton Show

    The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

Explore

iHeart

Live Radio

Podcasts

Artist Radio

Exclusives

News

Features

Events

Contests

Photos

Information

About

Advertise

Blog

Brand Guidelines

Contest Guidelines

Subscription Offers

Jobs

Get the App

Automotive

Home

Mobile

Wearables

© 2025 iHeartMedia, Inc.