Speaker Overview
Brendan Frazier is the founder of Wired Planning, the host of The Human Side of Money podcast, and was named one of Investopedia’s Top 100 Financial Advisors. He helps financial advisors around the world apply behavior, psychology, and communication principles to enhance client outcomes and forever change the trajectory of their business.
Presentations Include:
Mastering The Human Side of Advice
Learn how to build trust and connection with clients, unearth their values and emotions around money, and actually get them to follow-through on your advice.
4 Pillars of The Ultimate Discovery Meeting
It’s the single most important meeting in your process. Learn a proven framework for conducting discovery meetings that create connection and seamlessly convert prospects into life-long clients.
Top 10 Insights To Master The Human Side of Advice
The top 10 practical ways advisors can embed behavior and psychology into their practice, process, and conversations.
Great job. Your presentation really got me thinking especially about effective communication and offering more air time with clients.
Brendan brings an energy and engaging style that’s hard to find, paired with a message that advisors in all corners of the world need to hear. His presentation at the largest global financial planning conference in 2021 was a massive hit, inspiring us all to take this profession to the next level.
I have been an advisor for 30 years and have participated in seminars, webinars, online learning, etc. The more experience I have, the harder it is to find interesting and usable content. But Brendan has nailed it.
The most all-encompassing talk on behavioural finance, strategies for improving client decision-making, and just fundamentally explaining how to deal with any money decision.
Join 3,000+ Advisors Mastering The Human Side of Advice
Every month, you’ll receive the “Wisdom Round-Up.” It contains 3 Articles, 2 Podcasts, and 1 Video. All to help you master the human side of advice.
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.
The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.