Podcast Episodes
Back to Search147: How To Win Clients and Build Plans Using A Human-First Approach with Tim Maurer
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 Off…
Published on 10 hours ago
146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris
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 Part…
Published on 2 weeks ago
145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert
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 Retir…
Published on 4 weeks ago
144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy
What if the most important trust-building moments with clients aren’t during meetings, but actually in between them?
It turns out that your communication between meetings ( texts, emails, calls, etc.…
Published on 1 month, 1 week ago
143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon
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…
Published on 1 month, 3 weeks ago
142: Transforming Your Onboarding Process Into A Referral Engine with Libby Greiwe
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 si…
Published on 2 months, 1 week ago
141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener
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. …
Published on 2 months, 3 weeks ago
140: The Human Side of Retirement with Dan Haylett (Part 2)
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 explor…
Published on 3 months ago
139: The Human Side of Retirement with Dan Haylett (Part 1)
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 su…
Published on 3 months, 2 weeks ago
138: How To Communicate The Intangible Value of Financial Planning with Michael Lecours
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 …
Published on 4 months ago