Tag: RFG Advisory
142: Transform Your Onboarding Process Into A Referral Engine

142: Transform Your Onboarding Process Into A Referral Engine

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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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141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener

141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener

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The most common mistake advisors make with prospects?

They deliver a logically-driven pitch showcasing all the ways they can help.

But, prospects make decisions with the emotional part of the brain. And, that’s why logical pitches fall on deaf ears.

Stacy Havener, Founder and CEO at Havener Capital Partners, has raised billions for boutique asset managers, and she did it with words, not numbers. Her story-driven method taps into something most pitches miss: emotion.

If you want to connect with prospects, you need to master the art of storytelling.

In this conversation, she unpacks why logic-based pitches fail, how to structure a first meeting to connect at a human level, and the neuroscience behind compelling narratives that convert.

You’ll learn: 

  • How you can set the tone for a vulnerable and authentic conversation
  • How to turn a good story into a compelling offer that moves clients to action
  • Structuring prospect meetings to build an emotional connection and trust from the start
  • The science behind storytelling and how it triggers buying decisions at a subconscious level
  • Tips for creating powerful “backstories” and using emotional cues that resonate with your audience

*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 Stacy Havener: 

About our Guest: 

Stacy Havener is the Founder/CEO at Havener Capital Partners, a sales and marketing agency that helps boutique asset managers build, launch and grow funds. Havener Capital is on a mission to level the playing field in asset management by raising $100B for boutiques over the next decade.

Stacy holds her Series 6, 7, 24, 63, 66, and 79 licenses and is a registered representative of Compass Securities Corporation. She received her Bachelor of Arts in English Literature from Western Connecticut State University, graduating summa cum laude in 1998. That same year, Stacy was named to both the NCAA and the GTE/CoSida Academic All-American teams for Division III Women’s Soccer and subsequently nominated for NCAA Woman of the Year.

Based in Newport, RI, Stacy often spends her mornings walking the beach, sipping a Dunkin’ coffee, and listening to 90’s hip hop

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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.

–

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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134: Turn Clients Into Raving Fans By Creating Memorable Experiences with Dennis Moseley-Williams

134: Turn Clients Into Raving Fans By Creating Memorable Experiences with Dennis Moseley-Williams

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Financial advice is no longer just about offering services—it’s about creating real, meaningful experiences for clients. 

Because an experience unlike any other is the difference between a one-time sale and a lifelong client.

You want to create experiences so exceptional that your clients aren’t even interested in hearing about an alternative. 

And, they can’t wait to tell their friends and family about it.

Fortunately, Dennis Moseley-Williams is a client experience guru and explains how to elevate your client experience to create raving fans and grow your business.

You’ll Learn:

  • Why efficiency is the executioner of experience
  • Why all advisors need a secret belief to share with clients
  • The important distinction between service and experience
  • Lessons about the client experience from The Ritz-Carlton
  • A social media experiment to enhance the client experience

*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 Dennis Moseley-Williams:

About Our Guest: 

Dennis is the founder of Dennis Moseley-Williams Strategic Consulting, a practice management company that helps organizations secure and build sustainable relationships by creating experience-driven solutions that deliver results, increase revenues, and build enthusiastic referral-generating communities. A certified expert in the Experience Economy, Dennis helps organizations understand that customer experience is the predominant economic offering in the world today and demonstrates ways in which experiences can be crafted and staged so that they entice, educate, satisfy and transform

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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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132: The Search For Purpose and Meaning In Retirement with Tom Pendergast

132: The Search For Purpose and Meaning In Retirement with Tom Pendergast

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We all have an idea of what retirement will be like.

But what happens when reality doesn’t match your expectations?

For many, the transition from a structured career to unstructured free time isn’t as easy as it seems.

That’s exactly what happened to Tom Pendergast.

Tom is a retired professional who found himself facing an unexpected challenge: boredom

In this episode, Tom reveals his personal journey through the human side of retirement—the identity shifts, the search for purpose, and the unexpected struggles that come with it.

You’ll Learn: 

  • Why Tom’s initial idea of retirement didn’t match the reality
  • The challenges of shedding a career identity and finding a new purpose
  • Experiments Tom tried to create a more meaningful retirement
  • The role a financial advisor can play in easing the transition

*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 Tom Pendergast: 

About Our Guest: 

Tom Pendergast is a writer and editor with eclectic interests, including cars, birds, outdoor exploration, baking, cybersecurity, and privacy. He often jokes that he’s no longer fit for corporate work, but his career has included serving as the Chief Learning Officer at MediaPRO, a cybersecurity and privacy education company. Before that, he founded and ran Full Circle Editorial, a book packaging company, with his wife, Sara. During that time, he authored and edited two dozen books and countless articles. He also served on the local school board and remains interested in local politics.

He lives in Snohomish, Washington, with his wife, artist Sara Pendergast. They have two grown children and a close-knit circle of friends. Together, they enjoy hiking, racing cars, drinking beer, gardening, watching birds, and making the most of 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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