Join me for an illuminating conversation with the brilliant Brendan Frazier, Chief Behavioural Officer at RFG and host of the Human Side of Money podcast.
This episode is packed with valuable insights for financial planners, and anyone interested in the human side of financial advice!
Key topics discussed:
- The Human Element in Finance: Brendan shares his passion for integrating psychology and human behaviour into financial planning.
- Helping Clients Take Action: Practical strategies to bridge the gap between knowing what to do and actually doing it, helping clients follow through on their financial plans.
- Building Trust: Effective strategies for financial advisers to establish and maintain trust with clients.
- Client Reviews Redefined: Why and how financial advisers should rethink their client review process to add more value.
- Magic Wand: Discover what Brendan would wish for if he could change one thing.
▶Dive into the strategic insights:
Apple Podcast | Spotify | YouTube | Website
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