Month: April 2026

156: The Advisor Time Trap: Why You’re Busy But Not Growing

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 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, and unexpected requests.

That pattern is not a personal failure. It is a structural issue. Brendan reframes the challenge by showing that this is not really a time management problem. It is a design problem. If your business is built to react, your growth will stay reactive too.

In this episode, Brendan covers:

  • Why time is the most common barrier to Advisor growth
  • What a reactive day actually looks like in practice
  • Why productivity tactics alone do not solve the problem
  • How to think about time as a system, not a schedule
  • How to spend more time on revenue-generating activities

Download the From Reactive to Intentional: Playbook for Sustainable Growth to build a time operating system that creates more capacity, control, and consistency in your business → https://grow.rfgadvisory.com/reactive-to-intentional

Subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business → https://rfgadvisory.com/newsletters/

Connect With Brendan: @RFGAdvisory https://www.rfgadvisory.com
LinkedIn: Brendan Frazier https://www.linkedin.com/in/brendan-frazier/

155: The Path of Least Regret: A Better Way to Make Decisions Under Uncertainty

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 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 are made. Instead of relying only on data and logic, she introduces the “Path of Least Regret” framework, a practical approach to making decisions when outcomes are unknown. 

If you work with clients facing big life decisions, this conversation will help you guide them more effectively. 

You’ll learn how to: 

  • Move clients from certainty-seeking to clarity 
  • Use emotions as signals instead of distractions 
  • Help clients define what truly matters 
  • Reduce decision paralysis and second-guessing 
  • Coach clients through uncertainty with confidence 

Subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business → Click Here

Connect With Brendan:

RFG Advisory

LinkedIn: Brendan Frazier