The Human Side of Money

Brendan Frazier

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!

131 épisodes

128: The 3 R’s of Relationship Marketing with Bill Cates
11/12/2024
1:24:44
“If you’re not relevant, you’re ignored. If you’re not compelling, you’re forgotten.” Bill Cates, the “OG” of relationship marketing, knows that genuine connections are the heart of a thriving and growing practice. But with technology constantly reshaping how we connect, how do you still leverage a human connection? For decades, Bill has mastered the art … Read More Read More
127: Preparing Your Clients and Practice for Behavioral Finance 3.0 with Meir Statman
27/11/2024
1:37:40
Meir Statman, a trailblazer in behavioral finance, says: “Financial well-being underlies life well-being.” Advisors know their clients want to feel happy and fulfilled and make decisions aligned with their values. But weaving that into financial advice? That’s the challenge. And, that’s the next frontier for behavioral finance. Meir has witnessed every generation of behavioral finance … Read More Read More
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126: Love & Money: The Keys To Financial Success As A Couple with Doug and Heather Boneparth
13/11/2024
1:30:50
Does money talk strengthen your relationship—or strain it? Doug and Heather Boneparth, a dynamic husband-wife team and experienced financial advisors, share the inside scoop on what makes relationships tick—financially and emotionally. Drawing from personal experience, they reveal practical ways for couples to redefine financial responsibilities, appreciate non-monetary contributions, and set shared goals for the future. … Read More Read More
125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz
01/11/2024
1:17:15
Here’s a question for you: On a scale of 1-10, how confident are you that your screening process will yield conversations with prospects who are a good fit AND ready to take action? If you answered anything less than an 8, you’re in good company. Most advisors spend way too much time meeting with prospects … Read More Read More
124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas
16/10/2024
1:35:47
Here’s the outline for most review meetings with long-time clients: How is life? How is the family? Any major changes or updates? Here’s your situation. Everything looks good. See you next year. And, that’s not bad. But there’s a better way. It’s called a “Re-Discovery” meeting. And, not only, does it keep your clients engaged … Read More Read More
123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek
04/10/2024
1:40:02
Financial advisors are on the front lines of bad news. Your entire business is filled with clients who have either experienced grief or will experience grief at some point in their lives. When that time comes, you’ll often be one of the first people they talk to. And, unfortunately, we aren’t naturally “grief-literate.” We feel … Read More Read More
122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley
18/09/2024
1:33:48
Are your clients drifting aimlessly or swimming purposefully towards their financial goals? The default for clients is to pick goals on autopilot. Goals that have been determined by society, friends, and their upbringing. In this episode, Isaac Presley shares how he creates the time and space for his clients to create more intentional goals using … Read More Read More
121: A Playbook To Master The Human Side of Advice with Michael Kitces
04/09/2024
1:54:40
When you want to learn something about financial planning and advice, the ultimate source is Michael Kitces. Most people know Michael is a spreadsheet-loving, technical wizard. What most people don’t know is that he also fully believes in the human side. In this episode, Michael explains the skills and processes advisors need to know on … Read More Read More
120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke
23/08/2024
1:38:03
Michael Finke’s research shows that the trifecta of a happy and fulfilling retirement incorporates: Money Health Social Connection Most financial advisors know the money part. But how can you incorporate the other health and social connection parts into a financial plan to help your clients live a happy and fulfilling retirement? Fortunately, Michael Finke is … Read More Read More
119: A 3-Step Process for Crafting a Statement of Financial Purpose with Andy Baxley – Part II
08/08/2024
1:23:14
*This is a continuation of the conversation that started in the previous episode (Episode 118). We highly recommend listening to that episode first! A statement of financial purpose serves as the mission statement for your client’s financial life. It acts as the north star for making financial decisions that are in alignment with the things … Read More Read More

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The Human Side of Money

Brendan Frazier

131 épisodes

128: The 3 R’s of Relationship Marketing with Bill Cates

127: Preparing Your Clients and Practice for Behavioral Finance 3.0 with Meir Statman

126: Love & Money: The Keys To Financial Success As A Couple with Doug and Heather Boneparth

125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz

124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas

123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek

122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley

121: A Playbook To Master The Human Side of Advice with Michael Kitces

120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke

119: A 3-Step Process for Crafting a Statement of Financial Purpose with Andy Baxley – Part II