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
Most financial planning is built around goals.
Goals like:
- Retiring at 60
- Spending more time traveling
- Leaving a legacy through philanthropy .css-1t8gq41{border:none;background-image:none;background-color:transparent;box-shadow:none;color:#2F3133;cursor:pointer;font-size:inherit;padding:0;-webkit-text-decoration:inherit;text-decoration:inherit;width:-webkit-max-content;width:-moz-max-content;width:max-content;}.css-1t8gq41:hover,.css-1t8gq41:focus{-webkit-text-decoration:inherit;text-decoration:inherit;}
When you’re thinking about making a move to a new firm, there’s always a lingering question:
“Will my clients come with me?”
You think they will, but there’s no way to know for sure.
Most of your clients’ financial planning goals don’t fail because they’re unrealistic. They fail because behavior hasn’t changed. In this episode, Brendan Frazier breaks down why clients struggle to follow through and achieve their most important financial goals and what Advisors can do to change that. If you want to help your clients maximize the likelihood of accomplishing their goals, you have to understand the psychology of goa...
This year’s “Best of” episode is a highlight reel of the most impactful, yet practical
strategies discussed in this year’s Human Side of Money podcast episodes. These strategies are designed for Financial Advisors who want human-centric steps they can
implement into their business’ growth plan.
What You’ll Learn:
- Why generic “don’t worry” emails can backfir...
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 inte...
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 purpose...
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 planni...
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 b...
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
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 breakth...
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.
Read more
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’...
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...
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 “...
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 em...
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 expl...
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 thr...
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 ...
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...
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 a...
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