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, …
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 …
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 …
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 …
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 …
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 …
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 are designed for Financial Advisors who want human-centric steps they can implement into their business’ growth plan. What You’ll Learn: Why generic “don’t worry” emails can backfire …
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 Senior Financial Planner, to explore how she infuses purpose and emotion into every aspect of the planning process. Emily’s approach goes beyond spreadsheets and projections. It’s …
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 restless, disoriented, and unsure of what came next. In this candid conversation, Rick and Brendan Frazier explore what happens on the other side of enough, when financial freedom …
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, Chief Advisory Officer at Signature FD shares his insights on building a human-first approach to transform both your prospecting and your planning. Instead of relying on …