Brendan Frazier, Founder of Wired Planning, speaker, host of The Human Side of Money podcast, and former baseball player, joins me from Nashville, Tennessee, on today’s episode of Bridging The Gap.
Brendan shares his journey from baseball to financial advice, behavioral coaching, behavioral psychology, and research on helping clients and their actions.
We also discuss understanding your clients’ “why,” the significance of identifying your clients’ financial journey, and the importance of drawing the line between knowing what your clients need to hear and see value in and what they don’t.
Guest Bio:
Brendan Frazier is the founder of Wired Planning, the host of The Human Side of Money podcast, a keynote speaker, and was named one of Investopedia’s Top 100 Financial Advisors. He’s building a global community and training program for advisors to master the human side of advice, enhance their client’s lives, and forever change the trajectory of their business.
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