The Human Side of Money

Most Advisors are not lacking discipline. They are lacking capacity. In this episode, Brendan Frazier explores a common frustration inside advisory businesses. You know what needs to get done. You have clear priorities. But by the end of the day, the most important work is still unfinished. Instead, your time gets consumed by emails, meetings, and unexpected requests. That pattern is not a personal failure. It is a structural issue. Brendan reframes the challenge by showing that this is not re

Most financial decisions aren’t math problems. They’re emotional. In this episode, Brendan Frazier sits down with Parul Somani to break down why traditional decision-making frameworks fail when uncertainty is high and emotions are involved. Parul shares her personal story of navigating a cancer diagnosis just days after giving birth and how that experience forced her to rethink how decisions are made. Instead of relying only on data and logic, she introduces the “Path of Least Regret” framework,

Most Advisors don’t struggle because they aren’t working hard enough; they struggle because their business hasn’t been intentionally designed to scale. In this episode, Brendan Frazier shares a powerful lesson from Ray Kroc, the visionary behind McDonald’s expansion, and how his approach to business transformation applies directly to Advisory firms. Kroc didn’t grow the business by improving the product; he transformed it by simplifying operations, creating consistency, and building systems tha

Most financial planning is built around goals. Goals like: Retiring at 60 Spending more time traveling Leaving a legacy through philanthropy But there’s a structural flaw in that model: human beings are notoriously poor predictors of their future preferences. What we think will make us happy at 60 often looks very different once we get there. Yet as Advisors, we routinely ask clients to define long-term goals without fully pressure-testing the assumptions behind them. In this episode, Meghaan

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 think they will, but there’s no way to know for sure. In this episode, Brendan Frazier shares a practical four step framework to help Financial Advisors confidently communicate a firm transition while maximizing client retention. You’ll Learn: Why client attrition is as much emotional as it is financial How to communicate a firm transition so clients are retained and

Most of your clients’ financial planning goals don’t fail because they’re unrealistic. They fail because behavior hasn’t changed. In this episode, Brendan Frazier breaks down why clients struggle to follow through and achieve their most important financial goals and what Advisors can do to change that. If you want to help your clients maximize the likelihood of accomplishing their goals, you have to understand the psychology of goals. In this episode, you’ll learn: Why understanding motivation