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:
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