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!
Episodes
July 16, 2025 • 92 mins
Most retirees prepare financially, but still feel lost when they step away from work. Why? Because emotional readiness is just as critical as a fully funded retirement account.
Tony Hixon, CIMA®, RFC® knows this firsthand. After a personal tragedy reshaped his view of retirement, he realized that wealth without purpose leaves a void.
Fortunately, Tony created an innovative solution.
In this episode, he shares how his Refocus Co...
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July 2, 2025 • 92 mins
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 i...
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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...
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June 4, 2025 • 56 mins
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.
A...
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May 21, 2025 • 60 mins
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 ...
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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 com...
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April 29, 2025 • 49 mins
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 cr...
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April 23, 2025 • 103 mins
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 proc...
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March 26, 2025 • 81 mins
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 mo...
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March 13, 2025 • 108 mins
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 ...
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February 26, 2025 • 102 mins
If you want to grow your advisory business by bringing on new clients, you have to get three things right:
Your marketing, messaging and meetings.
Marketing: You have to attract the right prospects and repel the wrong ones.
Messaging: You have to connect with the prospect.
Meetings: You have to create an experience that infuses trust and clarity.
Most advisors execute one or two of these at a high level.
But those excelling a...
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February 12, 2025 • 96 mins
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...
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January 29, 2025 • 79 mins
We all know that true wealth goes far beyond money.
Yet, we all act as though money is the ultimate end game.
Like when your client says, “Once I get to $_____, then I’ll be ready.”
But money is simply a tool to fund the life you want to live.
And once you know how to use it, it’s a powerful tool for enhancing your happiness, meaning and fulfillment.
But what are the ways that money can buy happiness?
How can you use money to...
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January 15, 2025 • 83 mins
As Betterment’s Director of Behavioral Science, Dan Egan knows that understanding human behavior is key to your client’s financial success.
But knowing that’s true and knowing what to do about it are two different things.
There are a lot of opinions thrown around in the behavioral finance space on what works and what doesn’t.
And you probably don’t want to “test” some of these ideas on clients you hope to work with for 10-30 yea...
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December 31, 2024 • 75 mins
The Human Side of Money in 2024:
Released 24 episodes
Delivered 1,933 minutes of content on the human side of advice
Inside those 24 episodes and 1,933 minutes lie countless ideas, insights, and nuggets that will do two things:
Enhance and enrich your clients’ lives and forever change the trajectory of your business and career.
But, there were certain ideas inside each episode and conversation that delivered more impact tha...
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December 11, 2024 • 84 mins
"If you’re not relevant, you’re ignored. If you’re not compelling, you’re forgotten.”
Bill Cates, the "OG" of relationship marketing, knows that genuine connections are the heart of a thriving and growing practice.
But with technology constantly reshaping how we connect, how do you still leverage a human connection?
For decades, Bill has mastered the art of building trust, creating relevance, and fostering relationships that lea...
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November 27, 2024 • 97 mins
Meir Statman, a trailblazer in behavioral finance, says: “Financial well-being underlies life well-being.”
Advisors know their clients want to feel happy and fulfilled and make decisions aligned with their values.
But weaving that into financial advice? That’s the challenge.
And, that’s the next frontier for behavioral finance.
Meir has witnessed every generation of behavioral finance up to this point.
And, in this episode, h...
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November 13, 2024 • 90 mins
Does money talk strengthen your relationship—or strain it?
Doug and Heather Boneparth, a dynamic husband-wife team and experienced financial advisors, share the inside scoop on what makes relationships tick—financially and emotionally. Drawing from personal experience, they reveal practical ways for couples to redefine financial responsibilities, appreciate non-monetary contributions, and set shared goals for the future.
For advi...
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November 1, 2024 • 77 mins
Here’s a question for you:
On a scale of 1-10, how confident are you that your screening process will yield conversations with prospects who are a good fit AND ready to take action?
If you answered anything less than an 8, you’re in good company.
Most advisors spend way too much time meeting with prospects only to find out they aren’t a good fit.
Fortunately, Meghaan Lurtz has researched and written about this process. In this ...
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October 16, 2024 • 95 mins
Here’s the outline for most review meetings with long-time clients:
How is life? How is the family?
Any major changes or updates?
Here’s your situation. Everything looks good.
See you next year.
And, that’s not bad. But there’s a better way.
It’s called a “Re-Discovery” meeting.
And, not only, does it keep your clients engaged while reinforcing your value. It deepens your relationship with them and enhances their life.
...
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