When financial advisors meet with clients, it’s easy to focus solely on the numbers and neglect the feelings they elicit.

It’s easy to focus on dollars at the expense of emotions. But every single client you work with has a relationship with money that extends beyond data, numbers, and dollar signs.

But, it becomes evident when you’re dealing with the retiree who simply won’t spend their money despite having more than they could ever need.

They need help blending the financial and emotional components of money. Fortunately, Bari Tessler is a highly-regarded financial therapist. And, she’s developed a three-step framework to help clients transform their relationship with money.

Here’s what you’ll learn:

• How to better approach your finances using a “Money Date”
• What she learned from hyperventilating at the car dealership
• 3 Levels of “Money Maps” that she uses instead of budgeting
• The power of renaming cash flow categories in alignment with values
• How understanding your body improves your relationship with money

To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here

Resources:

• The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier

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Asking great questions is a superpower for financial advisors.

When done right, asking great questions establishes likeability, accelerates trust, and uncovers personal, sensitive information.

Three things that are absolutely critical to perform your job at the highest level. But, it’s not just about asking more questions. It’s about knowing how to ask great questions that get great answers.

It’s about knowing the techniques that enhance your questions and elevate your conversations with both clients and prospects.

Here’s what you’ll learn:

• The research that confirms the power of questions
• The “3E” questions for creating conversational flow
• Using follow-up questions to open the floodgates of the conversation
• How to structure your questions to receive better responses

To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here

Resources:

• The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier

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In 2005, Josh Gilliam set out to research, read, and learn everything he could about behavioral finance, psychology, and communication. 

He was seeking to master the human side of advice. 

18 years later, he admits it’s still a work in progress. But, he took what he learned and created the [Fi] Life Framework. A framework he uses to facilitate better conversations and connections with clients and prospects.

We discuss:

• The [Fi] Self Profile: A tool for learning more about a client’s financial beliefs and history
• How helping a client learn about their past created a relationship-altering conversation
• The [Fi] Life Big Decision App: A tool to guide clients toward making better decisions
• Why the human side of advice will provide a natural boost to client testimonials
• Why it’s important to have clients document their decision-making processes

To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here

Resources:

• The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | RSS | More