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!

128 episodi

125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz
1/11/2024
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
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123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek
4/10/2024
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
18/9/2024
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
4/9/2024
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
23/8/2024
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
8/8/2024
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
118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I
11/7/2024
1:19:17
A Statement of Financial Purpose serves as the mission statement for your client’s financial life. It acts as the north star or lens for making financial decisions to ensure they are aligned with what’s truly most important. Most advisors love the idea, but they don’t know how to do it. Fortunately, Andy Baxley created an … Read More Read More
117: Mastering The Art of Trust-Based Selling with Kerry Johnson
20/6/2024
1:17:42
The growth of your business hinges on your ability to build and establish trust with prospective clients. In this episode, Kerry Johnson, “America’s Business Psychologist” reveals psychological insights on how to master the art of trust-based selling. You’ll Learn: Signs that a prospect is interested (or not!) The anatomy of an elevator speech that actually … Read More Read More
116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter
5/6/2024
1:13:40
Love and money are two emotional subjects on their own. And one HIGHLY emotional subject when combined together. Next time you meet with a couple, think about these numbers: 70% have disagreed about their financial situation 73% say finances are a source of tension in their relationship 47% say this tension has impacted the intimacy … Read More Read More

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The Human Side of Money

Brendan Frazier

128 episodi

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

118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I

117: Mastering The Art of Trust-Based Selling with Kerry Johnson

116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter