About Wired Planning

Our Mission

Building a community of advisors mastering the human side of advice to enhance their clients’ live and forever change the trajectory of their business.

Consider these numbers:


Percentage of clients who said the most important quality in choosing an advisor is “Interpersonal Skills”


Percentage of clients who say their advisor failed to understand their goals and objectives


Percentage of the 3% alpha from working with an advisor is derived from behavioral coaching

Unlike most resources, we bridge the gap between education and application by distilling the best insights from the fields of behavior change, psychology, and communication into actionable strategies for your:

  • Practice
  • Process
  • Conversations

If you’re like most, you don’t need help diagnosing someone as being risk averse in the midst of a plummeting market.

You want to know what to say, how to say it, and what strategies to use to help your client avoid making a future-derailing decision.

You don’t need another study highlighting the value of behavioral coaching in the advice relationship.

You need to know the questions to ask, what to listen for, and how to actually change behavior.

You completely understand the importance of building trust, connection and rapport for turning prospects into life-long clients.

You need to know exactly what to do in order to create an instant level of trust and connection that gets the prospective client to open up like a life-long best friend that leaves thinking: “That’s the best conversation I’ve ever had around money.”

Through podcasts, articles, and our monthly “Wisdom Round-Up” email, we equip you with everything you need to master the human side of advice on the path to enhancing client outcomes and forever changing the trajectory of your business.

Brendan Frazier

Hi there! I’m Brendan Frazier, and I’m fully aware that you arrived at Wired Planning to learn how to master the human side of money NOT to read about my life journey. (Seriously, go check out one of our articles or podcasts instead.  It’s a way better use of your time!)

But, for the few of you who remained interested, the information below will give you a glimpse into my background and my life.

Working for Jackson National in the early stages of my career afforded me the opportunity to work alongside hundreds of financial advisors across the country. Every day for seven years, I was able to consult with multiple advisors per day on a wide array of client scenarios, stories, and situations.

While I didn’t realize it at the time, the daily repetition of that job exponentially accelerated my learning curve around the dynamics of financial advice that simply can’t be replicated any other way. I was able to observe the systems, questions, presentations, ideas, designs, and process that work wonders in business development and client service. And those that don’t (I could write a novel on some of these that would blow your mind!).

In 2017, I sat in a meeting that forever changed how I viewed the future of financial advice and my own career trajectory. It opened my eyes to the fact that the future of our profession is moving towards the intersection of our technical knowledge and the human side of money. Yet, whenever I would ask an advisor what kind of training they’ve done or resources they’ve used to learn how to incorporate behavior change, psychology, and communication skills into their practice, the silence spoke volumes.

In 2018, I decided to take the best of what I had learned over the years and launch my own advisory business. I could take the best ideas and strategies I learned for business development, asset allocation, client service, etc. Once again, I have been blown away at the disproportionate amount of training and resources for mastering the technical side of advice compared to the human side.

We deal with emotional human beings on the emotionally-charged topic of money, yet the training and resources on how to connect with someone, unearth their values and emotions around money, and change their behavior are sparse at best.

In no way am I claiming to have all the answers and knowledge to solve this problem. However, I’m dedicated to uncovering the research and insights from the fields of behavior change, psychology, communication, negotiation, and more. It’s my job to bring the best ideas and distill them into practical insights that enhance client outcomes and forever change the trajectory of your advisory business!

If you’re wondering what I’m doing in those brief windows when I’m not writing, reading or recording podcasts, you can usually find me doing one of a few things:


Hanging out with my awesome family! My wife, Shannon, and I live in Nashville, TN with our two sons, Brooks and Shepherd, and our yellow lab named Roland (our firstborn).


Reading about or watching the Oklahoma Sooners, St. Louis Cardinals, and Nashville Predators


Listening to a podcast (Some favorites include The Jordan Harbinger Show, Financial Advisor Success Podcast, Animal Spirits, Brainfluence, How I Built This, Smart Passive Income, and Exponent)


Consuming and absorbing knowledge, information, research, etc. and distilling it into digestible and actionable chunks of wisdom. I’ve been told that I have the ability to “think analytically but explain elementary.” (And, yes, I understand that’s not grammatically on point!)

Powered by RFG Advisory

RFG Advisory is an innovative turnkey platform engineered to support independent financial advisors. RFG handles all the behind the scenes work so we can spend time doing what we love – serving you, our clients.

Learn More About RFG Advisory >

Join 3,200+ 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.

  • This field is for validation purposes and should be left unchanged.

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.