153: Rethinking Goals-Based Financial Planning: Using Behavioral Experiments to Improve Client Outcomes with Meghaan Lurtz

153: Rethinking Goals-Based Financial Planning: Using Behavioral Experiments to Improve Client Outcomes with Meghaan Lurtz

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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 …

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152: The 4-Step Playbook to Retain Your Clients During a Firm Transition 

152: The 4-Step Playbook to Retain Your Clients During a Firm Transition 

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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 …

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151: The Psychology of Goals: 6 Ways Financial Advisors Can Help Clients Follow Through

151: The Psychology of Goals: 6 Ways Financial Advisors Can Help Clients Follow Through

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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 …

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150: Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow

150: Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow

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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 …

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149: Turning Financial Plans Into Purpose-Driven Lives with Emily Rassam

149: Turning Financial Plans Into Purpose-Driven Lives with Emily Rassam

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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 …

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The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster
148: The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster

148: The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster

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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 …

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147: How To Win Clients and Build Plans Using A Human-First Approach with Tim Maurer

147: How To Win Clients and Build Plans Using A Human-First Approach with Tim Maurer

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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 …

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146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris

146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris

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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 Harris, Managing Partner at Ecclesiastes Wealth Partners, has developed an approach that blends IQ with EQ by delivering values-based advice designed to reshape every client conversation. …

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145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert

145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert

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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 his blog The Retirement Manifesto. But the real transformation happened after he actually retired. In this episode, Fritz reveals the surprising emotional challenges retirees face …

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144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy

144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy

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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, emails, calls, etc.) can significantly impact trust, satisfaction, and client retention. In this conversation, Dr. Megan McCoy shares her breakthrough research on the power of between-meeting communication and …

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