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by Brendan Frazier
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- Apr 16, 202653 min
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/
- Apr 2, 20261h 17m
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
- Mar 20, 202641 min
154: How Financial Advisors Can Build a Client Service Calendar That Drives Consistency
Most Advisors don’t struggle because they aren’t working hard enough; they struggle because their business hasn’t been intentionally designed to scale. In this episode, Brendan Frazier shares a powerful lesson from Ray Kroc, the visionary behind McDonald’s expansion, and how his approach to business transformation applies directly to Advisory firms. Kroc didn’t grow the business by improving the product; he transformed it by simplifying operations, creating consistency, and building systems that could scale. That same challenge exists in many advisory businesses today. Advisors are often stuck in reactive mode, responding to emails, handling client requests, and relying on memory to deliver value, while questioning whether they’re doing enough. Brendan walks through a practical framework to shift from that reactive cycle to a structured, systematized client experience. By segmenting clients, mapping out a clear service model, and standardizing workflows, Advisors can create consistency, free up time, and build a business that grows without breaking. The result isn’t just operational efficiency; it’s a better client experience, greater confidence in your process, and a firm that increases in both profitability and long-term value You’ll Learn: How to transition from reactive client service to a structured, scalable system A 3-step framework to segment clients and reduce service complexity How to build a client service calendar that drives consistency and clarity Why workflows and defined roles unlock time, efficiency, and better outcomes How systematization improves client experience while increasing firm value Download the profitability workbook here → https://rfgadvisory.com/podcast/client-service-calendar-financial-advisors/ Connect with Brendan Frazier on LinkedIn: Brendan Frazier
- Feb 25, 20261h 21m
153: Rethinking Goals-Based Financial Planning: Using Behavioral Experiments to Improve Client Outcomes with Meghaan Lurtz
Most financial planning is built around goals. Goals like: Retiring at 60 Spending more time traveling Leaving a legacy through philanthropy But there’s a structural flaw in that model: human beings are notoriously poor predictors of their future preferences. What we think will make us happy at 60 often looks very different once we get there. Yet as Advisors, we routinely ask clients to define long-term goals without fully pressure-testing the assumptions behind them. In this episode, Meghaan Lurtz explains how we can shift away from the shortcomings of goals-based planning by focusing on the power of experiments. Instead of asking our clients to commit to big, static goals, we can help them design small, intentional experiments. Help them test the retirement, test the travel, and test the hobbies they “think” they’ll enjoy one day. Because a client who has tried something knows what they want. And an Advisor who helps them get there becomes indispensable. If you want deeper conversations, more engaged retirees, and clients who actually use their money in ways that improve their lives, then this episode offers a practical framework you can implement immediately. You’ll Learn: Why goals-based planning may be unintentionally limiting your clients’ happiness The simple 4-step experiment framework that unlocks confident spending and clearer decisions How to help chronic under-spenders safely test higher spending without triggering fear Why debriefing client experiences may be more powerful than the financial plan itself Subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business → Click Here <span data-ccp-props="{"134233117":false,"134
- Feb 13, 202633 min
152: The 4-Step Playbook to Retain Your Clients During a Firm Transition
When you’re thinking about making a move to a new firm, there’s always a lingering question: “Will my clients come with me?” You think they will, but there’s no way to know for sure. In this episode, Brendan Frazier shares a practical four step framework to help Financial Advisors confidently communicate a firm transition while maximizing client retention. You’ll Learn: Why client attrition is as much emotional as it is financial How to communicate a firm transition so clients are retained and trust is protected The 5C Framework for communicating a firm transition with confidence Additional Resources & Links: Downloadable PDF: The 5C Framework Learn More About RFG: www.rfgadvisory.com
- Jan 23, 202628 min
151: The Psychology of Goals: 6 Ways Financial Advisors Can Help Clients Follow Through
Most of your clients’ financial planning goals don’t fail because they’re unrealistic. They fail because behavior hasn’t changed. In this episode, Brendan Frazier breaks down why clients struggle to follow through and achieve their most important financial goals and what Advisors can do to change that. If you want to help your clients maximize the likelihood of accomplishing their goals, you have to understand the psychology of goals. In this episode, you’ll learn: Why understanding motivation matters more than setting better goals How clarity, confidence, and small wins increase follow-through Why identity-based change leads to more sustainable client behavior At RFG Advisory, our Chief Behavioral Officer, Brendan Frazier, helps Advisors improve prospecting, communication, and client relationships using proven behavioral frameworks that lead to sustainable growth. Subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business → Click Here Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Links to Additional Resources: Blog Article: Busy Isn’t Strategic: How Time Fragmentation Sabotages Financial Advisor Growth Downloadable Playbook: Reactive to Intentional: The Financial Advisor Playbook for Sustainable Growth
- Dec 18, 20251h 0m
150: Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow
This year’s “Best of” episode is a highlight reel of the most impactful, yet practical strategies discussed in this year’s Human Side of Money podcast episodes. These strategies are designed for Financial Advisors who want human-centric steps they can implement into their business’ growth plan. What You’ll Learn: Why generic “don’t worry” emails can backfire How a repeatable framework can help calm anxious clients How efficiency could harm the client experience How to deepen client trust between meetings Learn more at www.rfgadvisory.com
- Nov 6, 20251h 40m
149: Turning Financial Plans Into Purpose-Driven Lives with Emily Rassam
Most Advisors build plans around numbers. Emily Rassam builds them around people. In this episode of The Human Side of Money, Brendan sits down with Emily Rassam, Partner and Senior Financial Planner, to explore how she infuses purpose and emotion into every aspect of the planning process. Emily’s approach goes beyond spreadsheets and projections. It’s about helping clients clarify their values, align their decisions, and live intentionally with their wealth. The conversation goes deeper into helping clients define “enough,” connect values to goals, and navigate trade-offs that honor what matters most. Emily offers a window into how she integrates behavioral insights and purposeful planning to make every plan a living, evolving reflection of a client’s life. You’ll Learn: How to uncover the deeper motivations behind client goals The importance of connecting values and money decisions Ways to help clients spend intentionally and celebrate financial joy How to apply behavioral principles to deepen planning conversations Practical scripts to guide clients through trade-offs and “enough” conversations Listen now to learn how to turn every plan into a purpose-driven partnership that reflects the human side of advice. To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here About Our Guest: Emily Rassam is a Partner and Senior Financial Planner known for blending technical expertise with the emotional intelligence required to guide clients through life’s biggest financial decisions. With nearly two decades in the industry, Emily has become a recognized voice in behavioral finance and intentional planning. She’s been featured by Investopedia for her insight on creating purpose-driven financial strategies and was recently named a Partner at Archer Investment Management. Her work centers on helping clients move beyond accumulation toward alignment, using money as a tool to live richer, more meaningful lives. Connect with Brendan: RFG Advisory LinkedIn: Brendan Frazier
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About The Human Side of Money
Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!
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