The real value of an advisor no longer lies in the ability to build a plan and portfolio. It’s the ability to build trust and connection with clients, unearth their values and emotions around money, and get them to actually follow through on your advice.
A realm of the relationship called the human side of money.
If you want to master the human side of money, but you’re discouraged with the lack of resources on how to effectively integrate it into your practice on a daily basis, you’re not alone.
Instead of more information and research, we deliver practical tips and strategies to seamlessly incorporate into every aspect of your business.
Delivered through articles, podcasts, and monthly emails, we equip you with everything you need to master the human side of money, generate better outcome for clients, and forever change the trajectory of your advisory business.
— Brendan Frazier, Wired Planning Founder