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!
Latest episodes
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54 min
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 businesses. You know what needs…
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1 h 17
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 down why traditional decision-making framewo…
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41 min
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 to scale. In this episode, Brendan Fra…
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1 h 21
153: Rethinking Goals-Based Financial Planning: Using Behavioral Experiments to Improve Client Outcomes with M…
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 m…
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33 min
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 think they will, but there’s no way to know for sur…
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28 min
151: The Psychology of Goals: 6 Ways Financial Advisors Can Help Clients Follow Through
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 c…
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1 h 00
150: Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow
This year’s “Best of” episode is a highlight reel of the most impactful, yet practical strategies discussed in this year’s Human Side of Money podcast episodes. These strategies ar…
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1 h 40
149: Turning Financial Plans Into Purpose-Driven Lives with Emily Rassam
Most Advisors build plans around numbers. Emily Rassam builds them around people. In this episode of The Human Side of Money, Brendan sits down with Emily Rassam, Partner and Senio…
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1 h 25
EP148 - The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster
At 38, Rick Foerster became financially independent after helping build a healthcare startup that went public. By every external measure, he had “enough.” But internally, he felt r…
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1 h 37
148: From Burnout to Balance with Brad Johnson
What happens when you chase growth, double revenue year after year, and finally realize the business you’ve built is slowly consuming your life?Brad Johnson, Co-Founder of Triad Pa…
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1 h 23
147: How To Win Clients and Build Plans Using A Human-First Approach with Tim Maurer
Winning more clients and creating a more client-centric planning experience requires a shift. A shift away from the numbers. A shift towards the human. In this episode, Tim Maurer,…
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1 h 40
146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris
Most Advisors rely on technical expertise (IQ). But when you work with human beings, IQ alone often isn’t enough. You have to combine IQ and EQ (Emotional Intelligence). Shannon Ha…
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1 h 27
145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert
What if everything you’ve been taught about preparing clients for retirement is only half the story? Fritz Gilbert spent a decade writing over 400 articles about life after work on…
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1 h 18
144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy
What if the most important trust-building moments with clients aren’t during meetings, but actually in between them? It turns out that your communication between meetings ( texts,…
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1 h 32
143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon
Most retirees prepare financially, but still feel lost when they step away from work. Why? Because emotional readiness is just as critical as a fully funded retirement account. Ton…
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1 h 32
142: Transforming Your Onboarding Process Into A Referral Engine with Libby Greiwe
What if your onboarding process could become your most powerful referral engine? Most advisors overlook onboarding as a strategic growth tool—and that’s a mistake. In this episode,…
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1 h 46
141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener
The most common mistake advisors make with prospects? They deliver a logically-driven pitch showcasing all the ways they can help. But, prospects make decisions with the emotional…
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57 min
140: The Human Side of Retirement with Dan Haylett (Part 2)
What if retirement planning wasn’t just about saving but about learning how to spend? In Part 2 of The Human Side of Retirement, Brendan Frazier continues his conversation with Dan…
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1 h 00
139: The Human Side of Retirement with Dan Haylett (Part 1)
Retirement isn’t just about reaching a number – it’s a deeply personal transition that requires more than financial planning. By understanding what truly matters beyond the numbers…
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1 h 39
138: How To Communicate The Intangible Value of Financial Planning with Michael Lecours
Financial planning is a service-based business. You’re selling the invisible. It can’t be seen, touched or experienced before buying. Prospects are forced to search for other ways…