Speaking

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:

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.

The Art Of Creating Emotionally Connected Clients
Research shows that emotionally-connected clients pay more, refer more, consolidate assets, and follow through on advice. In other words, they’re ideal clients.

How To Win Prospects And Influence Clients
The evidence-based behavioral and psychological principles to seamlessly convert prospects into life-long clients.

Great job. Your presentation really got me thinking especially about effective communication and offering more air time with clients.
Hank Bullinger, Bullinger Wealth Management
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
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

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