Welcome back to Wired Advisor, your go-to source for tools and insights designed to help you build deeper client connections (and win new ones) with the human side of advice.

What’s Inside This Edition:

🎥 New Wisdom in Wealth Video: Explore the powerful connection between your money mindset and your past in Uncovering Your Money Memories.

📚 Advisor Growth Study Club: Discover how to get your time back with these six vision-driven shifts.

🎙️ Human Side of Money Podcast: Hear from Dan Haylett on the “human side” of retirement planning.

Ever felt anxious when spending or guilty for treating yourself, even when you know you can afford it?  

Brendan Frazier unpacks the hidden emotional drivers behind our financial decisions, starting with the memories we formed about money as kids. Through real-life stories, Brendan explores powerful concepts like “money scripts” and the neuroscience behind our financial behaviors. 

Learn how to spot internal scripts and start reshaping them to align your financial behaviors with your current values and goals. Brendan dives into: 

• Why most money beliefs are shaped by age seven (and how they can show up in adulthood) 
• The four “money scripts” that drive financial behaviors and the science behind them 
• A simple method to reflect on your financial past and make intentional decisions moving forward 

Because understanding your past is key to making better financial decisions moving forward. 

If you’re staring at your calendar wondering where your time went, you’re not alone. Our latest Advisor Growth Study Club blog explores what happens when your schedule runs you, and how to take back control with six intentional, vision-driven shifts. From aligning your team to protecting time for strategy, it’s not about doing more, it’s about doing what matters. If you’re too busy to grow, it’s time to align your schedule with your goals. 

The Human Side of Retirement Part I & II With Dan Haylett  
Dan Haylett decided he wanted to help his clients go beyond optimizing the financial planning for retirement. His goal? To “humanize” his client’s retirement to help them thrive in their second phase of life. In these two episodes, he explains why he made that shift and walks us through his “Retirement Planning Workbook” he uses to help his clients live with joy, meaning, and purpose in retirement.