The Human Side of Money Podcast Por Brendan Frazier arte de portada

The Human Side of Money

The Human Side of Money

De: Brendan Frazier
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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!Copyright ©️ The Human Side of Money 2024 Economía
Episodios
  • 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
    Sep 10 2025
    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: 55: Infusing Life Into The Financial Planning Process with Tim Maurer 141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener Thinking, Fast and Slow by Daniel Kahneman Blink by Malcolm Gladwell Die With Zero by Bill Perkins Nudge by Richard H. Thaler and Cass R. Sunstein Give to Grow by Mo Bunnell The Courage to Be Disliked by Ichiro Kishimi and Fumitake Koga The Wim Hof Method by Wim Hof Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Connect with Tim Maurer: SignatureFD LinkedIn: 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. – 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,
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    1 h y 23 m
  • 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
    Aug 27 2025
    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: Values Exercise - Think2Perform The Ruthless Elimination of Hurry by John Mark Comer Equipping for Impact – Coaching program tailored to financial professionals Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Connect with Shannon Harris: Website: Ecclesiastes Wealth Partners LinkedIn: 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. – 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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    1 h y 40 m
  • 145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert

    145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert
    Aug 13 2025
    What if everything you’ve been taught about preparing clients for retirement is only half the story? Fritz Gilbert spent a decade writing over 400 articles about life after work on his blog The Retirement Manifesto. But the real transformation happened after he actually retired. In this episode, Fritz reveals the surprising emotional challenges retirees face — from losing structure and identity to silently wondering, “Is this all there is?” If you want to help clients move from simply retired to truly thriving, this conversation will teach you how to guide clients through the non-financial side of retirement. You’ll Learn: The 4 psychological phases of retirement The 90/10 rule of retirement no one prepares you for How Fritz shifted from a saving to spending mindset The #1 mindset that helped him create a thriving life after work The emotional transition most retirees go through and how to prepare for it *To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here Resources: Book: Keys to a Successful Retirement by Fritz Gilbert Book: Control Your Retirement Destiny by Dana Anspach Book: Purpose Code by Jordan Grumet Charity: Freedom for Fido Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Connect with Fritz Gilbert: LinkedIn: Fritz Gilbert Website: The Retirement Manifesto About our Guest: Fritz Gilbert is a writer focused on helping people achieve a great retirement. Following his 33-year career in Corporate America, he has dedicated his retirement to writing on the topic and has become one of the leading bloggers on the subject of retirement, with a focus on both the "harder" (financial) and "softer" (lifestyle) issues that are critical to success after crossing "The Starting Line". His award-winning blog, The Retirement Manifesto, captures "the present before it becomes the past" as it chronicles his journey to and through retirement. His large following is primarily comprised of people approaching, or living in, retirement. His first book, Keys to a Successful Retirement, is a summary of the 24 keys he has identified and experienced in his own successful transition to retirement and is a "must-read" for anyone within five years of retirement. Fritz and his wife, Jackie, reside in the mountains of Blue Ridge, Georgia with their four rescue dogs. They enjoy cross-country travel in their RV to visit their daughter and her family in the Pacific Northwest and are active in charitable work in their local community. When he's not writing, Fritz enjoys a focus on physical fitness and spends as much time as possible in the mountains surrounding their retirement cabin. – 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 RF...
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    1 h y 28 m
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