Show Links:

Apple Podcasts

Google Podcasts



To be notified when new episodes are released:

  • Subscribe to the show on your podcast player of choice
  • Or, on the home page, there’s a place to join a community of like-minded advisors who recognize that the value and future of advice is shifting towards the human side of money. You’ll be notified of all new episode releases and you’ll receive our monthly “Wisdom Round Up.” It’s a collection of the best articles, podcasts, and videos from around the internet on how to apply behavior, psychology, communication to your practice. All in an effort to enhance client outcomes and forever change the trajectory of your advisory business!



Episode Summary:

Financial planners and advisors recognize the importance of applying behavioral finance into their practice, especially as the value and future of advice continues to shift towards the human side of money. 

When asked why the don’t implement behavioral finance into their practice, the top two answers aren’t surprising to anyone:

  • Difficulty translating theory to application
  • Lack of necessary tools and training

The technical side of money is easy. The human side is the hard part.

In an industry where 99% of the training, certifications, designations, and conference are geared towards the technical side of the relationship, high-quality, top-notch resources on applying behavioral finance in your practice are sparse. 

In this episode, Brendan answers the most common question posed by advisors and planners when it comes to the human side of money: “How do I develop this skill set?”  

The answer lies in a 3-step process: 

1) Spark Innovation from Outside Perspectives: We need to look to experts in fields like behavior, psychology, communication, and more.

2) Channel Outside Perspective Through Experience: We can learn from those outside of our industry, but ultimately, we need to have a community of other advisors and planners to collaborate with.

3) Refine Through Practice: Like any skill, you’ll never get the results you want without practice.

At the end, Brendan provides examples of how Wired Planning and this podcast plan on serving the industry in each of these three areas.


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.