The Human Side of Money
By Brendan Frazier
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Subscribers: 11
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Episodes: 137
Description
Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!
| Episode | Date |
|---|---|
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134: Turn Clients Into Raving Fans By Creating Memorable Experiences with Dennis Moseley-Williams
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Mar 13, 2025 |
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133: Creating A Visual Discovery Meeting Experience with David Armstrong
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Feb 26, 2025 |
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132: The Search For Purpose and Meaning In Retirement with Tom Pendergast
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Feb 12, 2025 |
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131: The Soul of Wealth: Connecting Money and Meaning with Dr. Daniel Crosby
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Jan 29, 2025 |
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130: Behavioral Finance Ideas Proven To Enhance Client Outcomes with Dan Egan
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Jan 15, 2025 |
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129: The Best Ideas and Insights from 2024
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Dec 31, 2024 |
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128: The 3 R’s of Relationship Marketing with Bill Cates
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Dec 11, 2024 |
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127: Preparing Your Clients and Practice for Behavioral Finance 3.0 with Meir Statman
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Nov 27, 2024 |
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126: Love & Money: The Keys To Financial Success As A Couple with Doug and Heather Boneparth
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Nov 13, 2024 |
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125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz
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Nov 01, 2024 |
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124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas
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Oct 16, 2024 |
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123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek
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Oct 04, 2024 |
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122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley
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Sep 18, 2024 |
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121: A Playbook To Master The Human Side of Advice with Michael Kitces
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Sep 04, 2024 |
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120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke
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Aug 23, 2024 |
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119: A 3-Step Process for Crafting a Statement of Financial Purpose with Andy Baxley – Part II
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Aug 08, 2024 |
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118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I
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Jul 11, 2024 |
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117: Mastering The Art of Trust-Based Selling with Kerry Johnson
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Jun 20, 2024 |
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116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter
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Jun 05, 2024 |
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115: The 5 Pillars of The Ultimate Intro Meeting
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May 15, 2024 |
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114: Combining Psychology With Technology To Transform Client Outcomes with Emily Koochel
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May 02, 2024 |
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113: 8 Secrets To Asking Great Questions That Get Great Answers
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Apr 18, 2024 |
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112: Using “Influence” Techniques To Persuade Prospects To Become Clients with Evan Beach
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Apr 03, 2024 |
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111: The Most Important Skill In Financial Advice
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Mar 28, 2024 |
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[GREATEST HITS] Episode 18: Understanding A Client’s Money Mindset In Order To Maximize Their Well-Being with Sarah Newcomb
|
Mar 20, 2024 |
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110: Leveraging Client Feedback To Create Meaningful Conversations And Engaged Clients with Julie Littlechild
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Mar 07, 2024 |
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109: How To Deliver Advice That Clients Actually Follow
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Mar 01, 2024 |
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108: The Secrets To Communicate With Confidence In Any Situation with Matt Abrahams
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Feb 21, 2024 |
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107: The Communication Superpower For Creating Authority And Urgency with Sten Morgan
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Feb 07, 2024 |
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106: The Trust Mandate: How To Build High-Trust Relationships With Clients And Prospects with Herman Brodie
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Jan 24, 2024 |
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105: The Importance of Giving Advice That Sticks with Dr. Moira Somers (Repost)
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Jan 11, 2024 |
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104: The Best Ideas & Insights From 2023
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Dec 22, 2023 |
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103: Making The Shift To Human-First Financial Guidance with Ross Marino
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Dec 07, 2023 |
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102: Delivering Advice That’s Easy To Implement By Making It Reasonable Not Rational
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Nov 30, 2023 |
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101: Building A Human-First Approach Into The Fabric Of An Entire Firm with Shaun Erickson
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Nov 22, 2023 |
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100: A Collection of Advisor Stories Telling The Power of The Human Side
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Nov 09, 2023 |
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99: Understanding How Your Client’s Past And Future Impacts Financial Decisions Today
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Nov 02, 2023 |
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98: Creating A Unique Money Vision To Build A Client’s Ideal Life with Jake Northrup
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Oct 25, 2023 |
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97: A Blueprint For Conducting “Re-Discovery” Meetings With Long-Time Clients with Meghaan Lurtz
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Oct 11, 2023 |
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96: Why Advisors Shouldn’t Give Advice (And What To Do Instead)
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Oct 04, 2023 |
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95: Navigating The Dynamics Of Working With Couples And Money with Ashley Quamme
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Sep 27, 2023 |
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94: Why Clients Actually Hire & Fire Their Financial Advisors with Samantha Lamas and Danielle Labotka
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Sep 14, 2023 |
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93: The Psychology of Retirement Spending and Prioritizing Peace of Mind with Christine Benz
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Aug 30, 2023 |
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92: Systems That Scale Human-To-Human Connection Throughout An Advisory Business with Libby Greiwe
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Aug 16, 2023 |
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91: The Email That Wins Clients And Their Trust
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Aug 10, 2023 |
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90: Building A Service Model To Help Clients Align Money & Purpose with Justin Castelli
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Aug 02, 2023 |
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89: How Financial Empathy And Data Visualization Influence Client Behavior with Dr. Michael Thomas
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Jul 19, 2023 |
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88: The Power of Mirroring Clients’ Words
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Jul 14, 2023 |
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87: Incorporating The Human Element Throughout The Planning Process with Hannah Moore
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Jul 05, 2023 |
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86: A Collection of Wisdom To Conduct The Ultimate Intro Meeting
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Jun 21, 2023 |
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85: How (And Why) To Turn Clients’ Vague Goals Into Vivid Visions
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Jun 08, 2023 |
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84: A Three-Step Guide To Transform Your Relationship With Money with Bari Tessler
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May 24, 2023 |
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83: 3 Proven Techniques To Enhance Your Questions And Elevate Your Conversations
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May 17, 2023 |
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82: A Framework To Facilitate Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part II)
|
May 10, 2023 |
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81: A Framework For Facilitating Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part I)
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Apr 26, 2023 |
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80: The Golden Circle of Financial Advice: Understanding The Connection Between Goals & Values
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Apr 21, 2023 |
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79: Behavioral Finance Principles That Actually Improve Financial Behavior with Barry Ritholtz
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Apr 12, 2023 |
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78: The Art of Asking Great Questions That Get Great Answers with Warren Berger
|
Mar 27, 2023 |
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77: Best Questions For Each Step Of The Client Journey
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Mar 22, 2023 |
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76: Emotionally-Compelling Conversations To Fast-Track Trust And Likability with Deirdre Van Nest
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Mar 15, 2023 |
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75: Understanding The Brain To Ignite Motivation Within Clients And Prospects With Ted Klontz
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Mar 02, 2023 |
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74: Positioning Behavioral Coaching, Top 3 BeFi Ideas, and Introducing Values to Long-Time Clients
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Feb 22, 2023 |
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73: The Evolution Of The “Human Dimension” And Helping Clients “Live Big” with Dave Yeske
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Feb 15, 2023 |
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72: The Power Of Finding Flow For Advisors And Clients with Dr. Jordan Hutchison
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Feb 01, 2023 |
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71: 9 Guiding Principles For The Human Side of Advice
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Jan 25, 2023 |
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70: Developing The Essential Communication Skills Every Advisor Needs with Dr. Jim Grubman
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Jan 18, 2023 |
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69: The Psychology of Referrals (Part II) with Dan Allison
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Jan 04, 2023 |
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68: The Best Ideas & Insights From 2022
|
Dec 27, 2022 |
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67: How To Guide Comfortable Conversations That Actually Inspire Change with Jeremy Keil
|
Dec 07, 2022 |
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66: Establishing A Goal Hierarchy To Create More Meaningful Goals with Eric Trexler
|
Nov 23, 2022 |
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65: Four Pillars Of The Ultimate Discovery Meeting
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Nov 16, 2022 |
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64: A Comfortable Approach For Turning Prospects Into Clients Without Being Salesy with Nancy Bleeke
|
Nov 09, 2022 |
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63: Defining Financial Purpose By Viewing Money As A Tool Rather Than A Goal with Derek Hagen
|
Oct 26, 2022 |
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62: The Psychology of Communicating and Delivering Advice with Dr. Derek Tharp
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Oct 13, 2022 |
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61: A Toolkit To Change Client Behavior And Improve Follow-Through of Advice
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Oct 05, 2022 |
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60: Using Money To Accumulate Happiness Rather Than Wealth with Chris Budd
|
Sep 28, 2022 |
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59: Tools For Discovering And Changing A Client’s Money Mindset with Rick Kahler
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Sep 15, 2022 |
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58: The Advisor’s Guide To Money And Behavior with Dr. Brad Klontz
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Aug 31, 2022 |
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57: The Trust Formula: How To Consistently Build Trust With Clients and Prospects With Mary Schmid
|
Aug 17, 2022 |
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56: 10 Insights To Master The Human Side of Advice
|
Aug 04, 2022 |
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55: Infusing Life Into The Financial Planning Process with Tim Maurer
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Jul 20, 2022 |
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54: Helping Clients Achieve Life Money Balance with Dr. Preston Cherry
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Jul 06, 2022 |
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53: The Psychology of Decision-Making in Financial Planning with Hal Hershfield
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Jun 22, 2022 |
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52: Developing Emotional Intelligence (EQ) To Transform Relationships With Clients And Prospects with Beverly Flaxington
|
Jun 10, 2022 |
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51: The Financial Therapy Skills & Techniques Every Financial Advisor Needs with Dr. Kristy Archuleta
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May 25, 2022 |
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50: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part II)
|
May 11, 2022 |
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49: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part I)
|
Apr 27, 2022 |
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48: Crafting A Values-Driven Process To Attract and Acquire Ideal Clients with Bill Bachrach (Part II)
|
Apr 13, 2022 |
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47: Crafting A Values-Driven Process To Attract and Acquire Ideal Clients with Bill Bachrach (Part I)
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Mar 29, 2022 |
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46: Defining “Enough” And “Off The Balance Sheet” Conversations with Jeremy Walter
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Mar 16, 2022 |
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45: Designing A Discovery Process To Maximize Return On Life with Mitch Anthony
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Mar 02, 2022 |
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44: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part II)
|
Feb 16, 2022 |
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43: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part I)
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Feb 02, 2022 |
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42: Behavioral Insights For More Persuasive And Engaging Meetings with Dan Smaida
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Jan 19, 2022 |
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41: How Financial Coaching Skills Enhance Communication, Connection, and Follow-Through with Saundra Davis
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Jan 05, 2022 |
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BONUS: The Application of Psychology in Financial Planning
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Dec 22, 2021 |
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40: Successfully Guiding Clients Through The Changes And Transitions Of Life with Susan Bradley
|
Dec 08, 2021 |
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39: A Masterclass In Excelling At The Human Side Of Advice with Carl Richards
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Nov 24, 2021 |
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38: A Framework For Understanding And Navigating The Dynamics Of Working With Couples with Ed Coambs
|
Nov 10, 2021 |
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37: The Irrational And Invisible Influences That Drive Human Behavior with Rory Sutherland
|
Oct 27, 2021 |
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36: Integrating A Life Planning Approach In Your Practice with Scott Frank
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Oct 13, 2021 |
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35: The Tools To Assess, Predict, and Change Client Behavior with Sarah Fallaw
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Sep 29, 2021 |
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34: Evidence-Based Methods To Seamlessly Convert Prospects Into Clients with Dan Solin
|
Sep 15, 2021 |
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33: Values-Based Financial Advice That Works in Real Life with Natalie Taylor
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Sep 01, 2021 |
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32: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part II)
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Aug 25, 2021 |
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31: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part I)
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Aug 18, 2021 |
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30: Exploring the Mindsets and Motivations Driving Money Decisions with Rachel Cruze
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Aug 04, 2021 |
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29: The Behavioral Coaching Dilemma: Giving Clients What They Want Instead of What They Need
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Jul 30, 2021 |
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28: The Human Side of Digital Marketing with Samantha Russell
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Jul 21, 2021 |
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27: Enhancing Client Connection and Outcomes In Virtual Financial Planning Meetings with Dr. Sarah Asebedo
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Jul 07, 2021 |
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26: Financial Therapy Skills 101 For Financial Advisors with Nathan Astle
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Jun 23, 2021 |
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25: Uncovering Your Client’s Most Meaningful Goals with Samantha Lamas
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Jun 09, 2021 |
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24: Improving Client Decisions and Behavior Using Brain Science with Graeme Newell
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May 26, 2021 |
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23: The Best Question To Ask Prospects In A First Meeting
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May 19, 2021 |
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22: Jay Mooreland | Applying Behavioral Finance Principles To Coach Clients and Differentiate Your Business
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May 12, 2021 |
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21: Travis Parry | A Research-Based Method To Actually Achieve Work/Life Balance
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Apr 28, 2021 |
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20: George Kinder | The Future of Financial Planning is Life Planning
|
Apr 14, 2021 |
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19: Brian Portnoy | Mapping Money To Meaning On The Path To Funded Contentment
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Mar 31, 2021 |
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18: Sarah Newcomb | Understanding a Client’s Money Mindset In Order to Maximize Their Well-Being
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Mar 17, 2021 |
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17: Adrian Murphy | Delivering Human-First Financial Planning With A Chief Behavioral Officer
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Mar 03, 2021 |
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16: Joy Lere | Changing Behavior By Focusing On Communication and Connection
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Feb 15, 2021 |
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15: Moira Somers | The Importance of Giving Advice That Sticks (Part Two)
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Feb 03, 2021 |
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14: Moira Somers | The Importance of Giving Advice That Sticks (Part One)
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Jan 19, 2021 |
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13: Dan Allison | The Psychology of Referrals
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Jan 05, 2021 |
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12: Evan Beach | An Evidence-Based Approach to Winning Prospects and Influencing Clients (Part Two)
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Dec 15, 2020 |
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11: Evan Beach | An Evidence-Based Approach to Winning Prospects and Influencing Clients (Part One)
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Dec 01, 2020 |
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10: Meghaan Lurtz | Improving Client Behavior By Bridging the Gap Between Your Current and Future Self
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Nov 17, 2020 |
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9: Insulating Your Value From the Commoditization of Investments and Financial Planning
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Nov 03, 2020 |
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8: Daniel Crosby | The Path To Building A “Behavioralized” Practice
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Oct 20, 2020 |
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7: Catherine Morgan | How to Explore Client’s Emotions, Beliefs, and Behaviors
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Oct 06, 2020 |
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6: Neil Bage | Bringing Behavior to Life in Financial Planning
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Sep 22, 2020 |
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5: Andy Hart | Focusing on Managing Humans Instead of Assets to Deliver Better Outcomes
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Sep 08, 2020 |
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4: Greg Davies | Behavioral Insights to Maximize Anxiety-Adjusted Returns
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Aug 25, 2020 |
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ANNOUNCEMENT: New Name. Same Mission.
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Aug 07, 2020 |
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3: The Vision – A Blueprint for Mastering the Human Side of Money
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Jun 29, 2020 |
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2: The Origin – Identifying the Forces Shaping the Value and Future of Advice
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May 19, 2020 |
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0.5: The Preview – Why Now and What To Expect
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Apr 22, 2020 |