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:
📖 Mindful Money + Free Resource to Elevate Your Marketing
Bring a personal touch to your marketing that builds real connection.
🎥 Wisdom in Wealth
Help clients pause and celebrate small wins that build momentum.
🎙️ The Human Side of Money
Support retirees in creating a life filled with meaning; not just money.
Picture this: a prospect is scrolling through Advisor websites, each one promising “comprehensive planning” and “personalized strategies.” They all sound the same, until they land on yours. Instead of jargon, they see your story, your “why,” and a glimpse of what it actually feels like to work with you. That’s the human side of marketing and it’s how trust is built long before the first meeting. In our latest blog, we share seven ways to bring this approach to life so you can stand out, connect deeply, and grow your business. Plus get a free assessment to find out if your marketing is building the kind of trust that drives long-term growth!
In this episode of Wisdom in Wealth, Brendan Frazier explains why pausing to recognize progress is one of the most underrated financial habits, and how Advisors can help clients use it to stay motivated on their journey.
In this episode:
• Why our brains focus on problems, not progress—and how to overcome it
• The behavioral science behind celebration, habits, and dopamine
• A simple three-step framework to help clients build momentum
• Practical examples of small wins worth celebrating
Celebrating isn’t about extravagance; it’s about anchoring progress to keep clients engaged and energized.
How One Retiree Experimented His Way to a Fulfilling Retirement With Fritz Gilbert
After a decade of writing 400+ articles on retirement, Fritz Gilbert discovered that the real transformation began only after he retired himself. In this piece, he candidly explores the surprising emotional hurdles retirees face from the loss of structure and identity to the quiet, unsettling question: “Is this all there is?”
From IQ to EQ: A Process for Delivering Values-Based Advice With Shannon Harris
What happens when financial advice goes beyond numbers? Shannon Harris shares why she rebranded her firm to put values at the center and how her unique framework is reshaping every client conversation.
As a dedicated behavioral resource for RFG Advisors, our Chief Behavioral Officer, Brendan Frazier, is helping Advisors master the human side of advice to enhance their clients’ lives. For more ideas and insights from Brendan, follow him on LinkedIn.