The Human Side of Money
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
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Recent Episodes
156: The Advisor Time Trap: Why You’re Busy But Not Growing
Most Advisors are not lacking discipline. They are lacking capacity.
In this episode, Brendan Frazier explores a common frustration inside advisory...
155: The Path of Least Regret: A Better Way to Make Decisions Under Uncertainty
Most financial decisions aren’t math problems. They’re emotional.
In this episode, Brendan Frazier sits down with Parul Somani to break...
154: How Financial Advisors Can Build a Client Service Calendar That Drives Consistency
Most Advisors don’t struggle because they aren’t working hard enough; they struggle because their business hasn’t been intentionally designed...
153: Rethinking Goals-Based Financial Planning: Using Behavioral Experiments to Improve Client Outcomes with Meghaan Lurtz
Most financial planning is built around goals.
Goals like:
- Retiring at 60
- Spending more time traveling
- Leaving...
152: The 4-Step Playbook to Retain Your Clients During a Firm Transition
When you’re thinking about making a move to a new firm, there’s always a lingering question:
“Will my clients come with me?”
You...
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