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The Human Side of Money

The Human Side of Money

By: 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 Economics
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Episodes
  • 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
    May 7 2025
    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: Harvard Business Review: Know Your Customers’ “Jobs to Be Done” fpPathfinder: Popular Checklists & Flowcharts “Alchemy: The Dark Art and Curious Science of Creating Magic in Brands, Business, and Life” by Rory Sutherland “The Checklist Manifesto: How to Get Things Right” by Atul Gawande Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Connect with Mike Lecours: fpPathfinder LinkedIn: Michael 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. – 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 hr and 40 mins
  • 137: A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets

    137: A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets
    Apr 29 2025
    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: RFG Advisory LinkedIn: 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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    50 mins
  • 136: A Process For Rewiring Financial Behavior and Identity with Danielle Howard

    136: A Process For Rewiring Financial Behavior and Identity with Danielle Howard
    Apr 23 2025
    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: “The Soul of Money” by Lynne Twist “Atomic Habits” by James Clear “The Body of Money” by Gayle Colman Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Connect with Danielle Howard: Website: Danielle Howard CFP® LinkedIn: Danielle Howard, CFP® CKA® danielle@wbd4u.com 970-927-3909 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. – 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.
    Show More Show Less
    1 hr and 43 mins

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