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.
Hank Bullinger, Bullinger Wealth Management
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.
Katie Braden, Founder & CEO of Innovating Advice
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.
Marc Daner, Wells Fargo Advisors
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.
Principles Personal Finance

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