Tag: Behavioral Finance
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 advisor-driven presentations, Tim focuses on connecting with what truly drives people – values, stories, and emotions – so that clients feel ownership of their plan. And they trust that you’re the person to guide them along the way.

You’ll Learn:

  • Tim’s 4 steps for human-first prospecting that converts
  • Ideas for building plans that clients embrace and act on
  • How to shift from advisor-driven to client-inspired advice
  • Why removing emotions from money is actually a mistake
  • A philosophy for using money to create memorable experiences 

*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here

Resources:

Connect with Brendan Frazier: 

Connect with Tim Maurer: 

About Our Guest: 

As the Chief Advisory Officer at SignatureFD, Tim acts as the coach and advocate of their experienced corps of advisors in pursuit of the optimal delivery of their unique client experience. They partner with clients to “activate” their wealth in four key areas: Grow, Protect, Give, and Live. Anchoring in these core pillars offers a level of transparency to wealth management, enabling clients to better understand how they can use their wealth to achieve their goals and impact the things that matter most to them – what SignatureFD calls Net Worthwhile™.

A graduate of Towson University, Tim taught financial planning at his alma mater for seven years. His third book, Simple Money, is an exploration of prescriptive personal finance through the lens of behavioral science. He is a regular CNBC contributor and writes for Forbes.com.

A central theme drives his writing and speaking: Personal finance is more personal than it is finance. Regardless of income or net worth, Tim believes it is our underlying values and goals that drive our behavior with money, which ultimately determines our satisfaction in work and life.

Couching timely application in timeless wisdom, he educates at private events as well as in television, radio, print, and online media. With a passion for relational communication, he has been featured on NBC’s TODAY Show, CNBC, and ABC’s Nightline; on NPR programs The Diane Rehm Show and Marketplace; as well as in The Wall Street Journal, The Washington Post, The New York Times, The Baltimore Sun, Kiplinger’s Personal Finance, U.S. News & World Report, and Money magazine, among others.

Tim is a husband and father first and lives in Charleston, South Carolina, where his wife Mika and two boys, Kieran and Connor, are active members of their community. Outside of personal finance, his favorite pursuit is music, whether consuming or contributing on the drums, keys, or, only occasionally, the upright bass. He is also part of a group dedicated to serving the second poorest country in the Western hemisphere, Nicaragua, through micro-finance and entrepreneurial ventures.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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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.

In this episode, she shares why she completely rebranded her firm to focus on values-based advice and the framework she uses to deliver that value in every conversation.

You’ll Learn:

  • Why IQ alone often isn’t enough and how EQ can elevate your business
  • How she applies values-based conversations in every meeting
  • How she uncovers a client’s top 5 values with a simple exercise
  • How she uses the client’s values to help them make better decisions
  • The common quantitative and qualitative results of embracing this approach

To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here

Resources:

Connect with Brendan Frazier: 

Connect with Shannon Harris: 

About Our Guest: 

Shannon Harris is the Managing Partner and an advisor at Ecclesiastes Wealth Partners, recognized by Forbes as one of the Top Women Wealth Advisors. With over 25 years of experience, she blends financial planning with emotional intelligence, delivering values-based advice that aligns money with what matters most. Her unique approach is rooted in behavioral finance and life coaching, helping clients make meaningful, purpose-driven financial decisions.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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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 how Advisors can create a “web of support” plan to help improve trust, satisfaction and client retention.

You’ll Learn:

  • Ways to personalize communication at scale
  • A framework for “between meeting” communication
  • How to balance task-based and relationship-based outreach
  • Signs your client has financial anxiety (even when they say they’re “fine”)
  • Why you need the right message delivered through the right medium

*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here

*To get the “Affiliation Guide” outlining a business model designed to help build your business ->Click Here

Resources:

Connect with Brendan Frazier: 

Connect with Dr. Megan McCoy: 

About Our Guest: 

Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, is an Assistant Professor at Kansas State University’s Department of Personal Financial Planning. She teaches courses at the undergraduate, graduate, and doctoral levels focused on financial well-being, financial therapy, and couple dynamics regarding finances.

Dr. McCoy holds a B.A. in Psychology from The University of North Carolina and an M.A. in Marriage and Family Therapy from Drexel University. Dr. McCoy also attended the University of Georgia, where she earned a Ph.D. in Human Development and Family Science with an emphasis in Marriage and Family Therapy. She is a licensed Marriage and Family Therapist, an Accredited Financial Counselor®, and a Certified Financial Therapist-I™.

During her doctoral program, she developed a specialization in financial therapy and client psychology. She had the opportunity to work with clients alongside financial planning students to treat clients’ financial well-being together. Observing and learning from financial planners’ work with clients enabled Dr. McCoy to gain more insights into the psychology of financial planning.

She serves on the Financial Therapy Association’s Board of Directors and was the past Associate editor of the Journal of Financial Therapy. She is currently co-editor for the Financial Planning Review. She was also a guest editor on a special issue on finances for Contemporary Family Therapy.

Dr. McCoy’s research interests focus on financial therapy, financial well-being, and financial communication, as well as diversity, equity, and inclusion issues. She has published over forty articles in top-tier mental health, family science, financial counseling, and financial planning journals. This year, her research has won awards from the National Council of Family Relations and the Financial Therapy Association. Dr. McCoy has been awarded grants from the Financial Planning Association, the National Endowment for Financial Education, and FP Canada to continue research on how to integrate client psychology topics into financial planning to foster trust and commitment with clients.

Dr. McCoy has also been featured as a financial well-being expert on the Today Show, NPR, BBC, the Wall Street Journal, and many other media outlets.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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142: Transforming Your Onboarding Process Into A Referral Engine with Libby Greiwe

142: Transforming Your Onboarding Process Into A Referral Engine with Libby Greiwe

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What if your onboarding process could become your most powerful referral engine?

Most advisors overlook onboarding as a strategic growth tool—and that’s a mistake.

In this episode, Brendan Frazier sits down with Libby Greiwe, founder of The Efficient Advisor, podcast host, and author of The First 100 Days: The Advisor’s Blueprint for a Remarkable Client Experience.

Libby walks through how to assess your current process, design it around your clients’ emotions, and shift their experience from uncertainty to confidence.

All while laying the foundation for lifelong loyalty and a steady stream of referrals.

You’ll Learn: 

  • How you can assess your onboarding process to identify areas for improvement 
  • Designing your onboarding experience to align with your clients’ emotions 
  • The three layers that make up a great onboarding process 
  • How a “Domino’s pizza tracker” style system can help keep clients informed and engaged 
  • How hosting signing parties for paperwork could reduce friction and improve the client experience 
  • The role of remarkable human connections and clear expectations plays in onboarding success 

*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here

Resources: 

Connect with Brendan Frazier: 

Connect with Libby Greiwe: 

About our Guest: 

Libby Greiwe helps financial advisors build efficient, systematized businesses—so they can work less, feel less overwhelmed, and fall back in love with their practice.

When she began her career in financial services, Libby was logging 80-hour weeks at a large brokerage firm. It didn’t take long for her to recognize that most advisors weren’t struggling due to a lack of knowledge—they were struggling because they lacked efficient systems. That realization set her on a mission to change the way advisors work.

Through The Efficient Advisor, Libby now teaches advisors how to organize their practice, streamline operations, and deliver an exceptional client experience—while reclaiming their time and energy.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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140: The Human Side of Retirement with Dan Haylett (Part 2)

140: The Human Side of Retirement with Dan Haylett (Part 2)

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What if retirement planning wasn’t just about saving but about learning how to spend?

In Part 2 of The Human Side of Retirement,  Brendan Frazier continues his conversation with Dan Haylett to explore the emotional and psychological aspects of decumulation.

They dig into the behavioral side of this transition, why a “save, save, save” mindset can hold clients back, and how to reframe retirement as a time to pursue fulfillment.

And they offer practical strategies advisors can use to guide clients through this transition so retirement becomes not just a financial milestone, but a fulfilling new chapter.

You’ll Learn: 

  • Mastering the skill of spending money in retirement 
  • Creating intentional spending habits to smooth the transition 
  • Reframing the success rates of financial plans 
  • The significance of the 50 to 70 “sweet spot” years for optimal life experiences 

*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here

Connect with Brendan Frazier: 

Connect with Dan Haylett: 

About Our Guest: 

Dan Haylett is the director, Head of Growth, and financial Planner at TFP Financial Planning. As a co-director of TFP, Dan’s “pull back the duvet every morning” purpose is helping our clients spend their time and money on what’s truly important.

His passion for understanding and learning about the emotional, behavioural and financial challenges of life after work makes him a true specialist in helping clients have the freedom and confidence to take advantage of their ‘window of spending opportunity’ and live their best life.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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139: The Human Side of Retirement with Dan Haylett (Part 1)

139: The Human Side of Retirement with Dan Haylett (Part 1)

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Retirement isn’t just about reaching a number – it’s a deeply personal transition that requires more than financial planning.

By understanding what truly matters beyond the numbers, you can better support clients in creating meaningful and fulfilling retirements.

In Part One of this episode, Dan Haylett emphasizes the importance of shifting the focus from financial figures to human connection, purpose, and lasting memories.

And he walks through the Retirement Planning Workbook he uses with clients to help them live with purpose, joy and meaning in retirement

You’ll Learn: 

  • The importance of understanding the emotional aspects of retirement and his own experiences helping clients navigate this transition
  • The revolutionary “Retirement Planning Workbook” he developed to address the human side of retirement
  • How to help clients spend their savings meaningfully to create lasting memories

*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here

Connect with Brendan Frazier: 

Connect with Dan Haylett: 

About Our Guest: 

Dan Haylett is the director, Head of Growth, and financial Planner at TFP Financial Planning. As a co-director of TFP, Dan’s “pull back the duvet every morning” purpose is helping our clients spend their time and money on what’s truly important.

His passion for understanding and learning about the emotional, behavioural and financial challenges of life after work makes him a true specialist in helping clients have the freedom and confidence to take advantage of their ‘window of spending opportunity’ and live their best life.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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138: How To Communicate The Intangible Value of Financial Planning with Michael Lecours

138: How To Communicate The Intangible Value of Financial Planning with Michael Lecours

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Financial planning is a service-based business.

You’re selling the invisible. It can’t be seen, touched or experienced before buying.

Prospects are forced to search for other ways to evaluate the value of working with you (most of which are NOT great options to inform such an important decision!).

Fortunately, Michael Lecours, a financial advisor and co-founder of fpPathfinder, joined the show to explain the challenges of communicating the value of an intangible service and share specific ideas to make the financial planning experience more tangible.

You’ll Learn:
  • How a dentist office made their service more tangible
  • The invisible influences that drive a prospect’s decision
  • Using a client journey map to enhance client experiences
  • What Airbnb can teach us about marketing the real value of an advisor

*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here

 

Resources:

Connect with Brendan Frazier: 

Connect with Mike Lecours: 

About Our Guest: 

Michael Lecours, CFP® is a Co-Founder of fpPathfinder. He is also a financial advisor and planner at the Wealth Strategies Team. Michael began his career in advertising where he worked to develop marketing strategies for insurance companies, banks, credit unions, RIAs and hedge funds. Now, he leverages his background in advertising to distill complex financial planning concepts into straightforward strategies, apply behavioral finance concepts to the planning process and injects a disciplined approach to all facets of the client experience.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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137: A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets

137: A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets

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The conversations you have with clients during uncertain markets are the most important you’ll ever have.

Helping them safely and confidently navigate times like these is likely the single most important thing you’ll ever do…

If you know how to do it!

In this episode, Brendan walks through a 4-step framework to equip you with everything you need to confidently guide your clients through uncertain markets

You’ll Learn:

  • The critical mindset shift you must make before these conversations
  • What goes on inside the mind of your clients when they call
  • Why your charts and graphs are a waste of time (unless used correctly)

*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here

Connect with Brendan Frazier: 

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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136: A Process For Rewiring Financial Behavior and Identity with Danielle Howard

136: A Process For Rewiring Financial Behavior and Identity with Danielle Howard

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Most advisors know they need to integrate the human element into their practice.

But, it’s hard to decide WHAT to do and HOW to do it.

Fortunately, Danielle Howard has successfully studied, tested and integrated the human element into her practice for over 30 years.

And, through those years of learning and testing, she built the “Journey of Financial Health” process.

In this conversation, Danielle reveals the steps of this process and how it helps her uncover client’s mindsets, beliefs, and identities around money.

You’ll Learn:

  • The role of identity in financial decisions
  • The “Journey of Financial Health” Client Process
  • The surveys she uses to facilitate deeper conversations
  • A question to help clients focus on their financial “wins”
  • How to run group workshops and hands-on client experiences

*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here

Resources:

Connect with Brendan Frazier: 

Connect with Danielle Howard: 

About Our Guest: 

As a CERTIFIED FINANCIAL PLANNER™ author, speaker and founder of Wealth By Design, LLC and Danielle Howard, CFP®, she is a catalyst for change around the financial tools, techniques and temperaments that construct a person’s financial life. She is a blogger, podcaster and outspoken advocate for people heading into their fall season of life.

Bridging the gap between Wall Street and Main Street, she brings complex financial topics and concepts down to earth. She opens the door to new conversations around money. Her engaging workshop – “Financial Fingerprints to Footprints™” provides an opportunity for people to look at their mindsets around money and learn how to build on the wins or rewrite the scripts. With on-line tutorial opportunities and in person educational events, she brings a fresh perspective to the pecuniary world.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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135: Breaking Money Silence with Kathleen Burns Kingsbury

135: Breaking Money Silence with Kathleen Burns Kingsbury

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Talking about money remains one of the most challenging topics for many, often shrouded in silence and taboo. 

Why do we hesitate to engage in money conversations, and how can financial advisors help break this cycle?

Join Brendan Frazier as he chats with Kathleen Burns Kingsbury, the mastermind behind KBK Wealth Connection and author of “Breaking Money Silence.” 

Together, they delve into why we’re so reluctant to talk about money and offer actionable steps to conquer these barriers.

You’ll Learn: 

  • The generational silence around money and how it’s perpetuated.
  • Real-life stories of breaking money silence and their impact.
  • Risks of avoiding money conversations and unrecognized consequences.
  • Tactical steps for advisors to build trust and facilitate meaningful financial discussions.

*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here

Connect with Brendan Frazier: 

Connect with Kathleen Burns Kingsbury: 

About Our Guest: 

Kathleen Burns Kingsbury isn’t your average money mindset coach; she’s a pioneering force in the realm of women and money, setting her apart from conventional counterparts. With over 18 years of specialized experience, she’s dedicated herself to empowering women across finance, business, and entrepreneurship. As a mentor to female entrepreneurs, Kathleen offers invaluable guidance, drawing from her extensive background in wealth psychology and client communication. Her expertise extends to working with financial advisors, helping them navigate the complexities of wealth management while fostering stronger client relationships.

Her signature program, “Unleash Your True Value™: How to Shift Your Negotiation Mindset, Boost Your Confidence, and Close More Sales,” is the culmination of her expertise, honed through years of helping women executives, financial advisors, and entrepreneurs break free from money silence.

A graduate of Harvard Law School’s Program On Negotiation, Kathleen served as an adjunct faculty member at the McCallum Graduate School at Bentley University from 2009 to 2019, where she taught the Psychology of Financial Planning in the CFP® program. She currently teaches Strategic Negotiations in the Business and Management School at Champlain College. She is certified Co-Active Coach with a Masters Degree in Psychology and Bachelors Degree in Finance.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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