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Episode Summary:

Whether you’ve been in the profession of financial advice for 40 days or 40 years, it’s no secret that every day we are inching closer and closer to the commoditization of investment management and financial planning.

In order to continue providing massive value, advisors will have to learn how to master the human side of money.

In this debut episode, host Brendan Frazier explains this transition, why the human side of money is so crucial moving forward, and how this podcast will equip you to take advantage of this shift.


Whenever you’re ready, there are 3 ways I can help you master the human side of advice:

  1. HSOA Masterclass: An 8-week group program on building trust & connection, aligning money and life, and delivering frictionless advice.
  2. The Ultimate Discovery Meeting: A proven framework to seamlessly convert prospects into life-long clients in one meeting.
  3. HSOA Community (COMING SOON!): An online space to meet, collaborate, discuss, brainstorm, learn and grow with other advisors passionate about the human side of advice

If you’re interested, let me know here.