Episode Details

In the world of finance, the behavioral aspect plays a crucial role. It's an aspect that often goes unnoticed but can significantly impact the relationship between a financial advisor and their clients. 

In this episode, I am joined by Brendan Frazier, a seasoned consultant to financial advisors turned financial planner, to discuss this fascinating correlation and how it affects financial planning.

Brendan embarked on a journey to explore the emotional dynamics in financial planning after observing a common theme among advisors. They often felt more like therapists than financial advisors, addressing not just the monetary aspects but also the emotional dynamics of their clients' financial decisions. Inspired by this trend, Brendan started going deep into the world of behavioral finance, making him the perfect guest to discuss this topic with me.

In this episode we discuss:

• What Brendan calls the “3 Es” question that opens clients up right away
• The delicate balance between curiosity and structure in a meeting
• Strategies to strengthen trust with clients
• Why understanding the emotional side of money is critically important to financial planning 
• Brendan’s strategies to incorporate behavioral finance in his interview proce

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LINKS FROM THIS EPISODE

Check out Brendan's website Here
Connect with Brendan on LinkedIn Here

Episodes Mentioned:
#8: Elevate Your Elevator Pitch - Here on iTunes
#10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar- Here on iTunes

Books Mentioned:
Essentialism by Greg McKeown
Building a Second Brain by Tiago Forte

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