Christine Benz has been dispensing financial planning knowledge and impacting the lives of people around the world for decades.

She’s written hundreds of articles for Morningstar on practical financial planning advice. In fact, she’s one of the best out there. But there are 3 articles that stick out from the rest.

They deviated from her usual style laying out step-by-step technical knowledge and ventured into the field of psychology and emotions.

So, we talked with Christine about those three articles.

She explains the psychology of retirement spending, why peace of mind is the ultimate luxury good, and the biggest money mistake she’s ever made.

Here’s what you’ll learn:

• Why peace of mind is her ultimate luxury good
• The importance of celebrating financial milestones
• The psychological advantage of prioritizing short-term goals
• Using a “Retirement Policy Statement” to get retirees to spend money
• The biggest money mistake she’s ever made (and the emotional reason for it)

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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There’s a dilemma that every financial advisor eventually comes face-to-face with.

It’s when you realize that you have too little time and need to be more efficient. At the same time, you also know that the real differentiator for your business is human-to-human connection.

And you start wondering, “Can I still be efficient without sacrificing the human connection?” or “Is it possible to maximize efficiency and the human connection at the same time?”

Fortunately, Libby Greiwe figured out how to be more efficient and more human at the same time. And, in this episode, she reveals the exact systems she built to scale the human-to-human connection throughout her advisory business.

Here’s what you’ll learn:

• Using an “Ideal Client Avatar” to humanize communication
• The crucial psychological shift she made from “guru” to “sherpa”
• The system she used to make every person feel like her #1 client
• The power and importance of asking “How do I want my clients to feel?”
• An example of an advisor re-writing an email to create more connection

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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There’s an email you can send that actually:

1) Improves conversion ratios

2) Improves connection and receives responses like “You get me.”

In other words, it wins clients AND their trust. Thus, it’s the most important email you’ll ever send.

We discuss:

• The psychology behind why these emails are so powerful
• The key things to include when sending a recap email
• Why advisors claim these emails are essential to converting prospects

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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After 18+ years in the industry, Justin Castelli decided to shift his business model away from traditional financial planning.

Here’s his quote to explain why:

“My clients were planning for the life they were told to live. Not the life they wanted to live.”

Too often, our client’s life and money decisions are influenced by what society tells them, what their family did, the pursuit of achievement, and so on… 

But what if you could guide clients toward crafting a life they actually want to live? 

That’s exactly why Justin Castelli decided to evolve his business model. The traditional financial planning model didn’t suffice. He shares with us the personal journey that led to this decision and how he plans to do it with new and existing clients.

Here’s what you’ll learn:

• Questions that uncover passion and purpose
• How this approach forever changed a client’s life
• Why most people don’t live the life they want to live
• Two exercises he suggests for clients to uncover their authentic life
• How he harnesses regret to help clients get clarity on what’s important

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