December 18, 2025

Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow

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This year’s “Best of” episode is a fast-moving highlight reel of the most impactful, yet practical strategies discussed in this year’s Human Side of Money podcast episodes. These strategies are designed for Financial Advisors who want human-centric steps they can implement into their business’ growth plan. 

In this episode, you’ll learn: 

  • Why generic “don’t worry” emails can backfire, and what to use instead. 
  • Steps for a repeatable framework that can help calm anxious clients. 
  • How efficiency could quietly harm the client experience. 
  • How to deepen client trust between meetings.

If you’re a growth-minded Advisor, this episode will provide you with a variety of ideas and practical steps you can use to attract, retain, and serve your clients. 

At RFG Advisory, our Chief Behavioral Officer, Brendan Frazier, helps Advisors improve prospecting, communication, and client relationships using proven behavioral frameworks that lead to sustainable growth. 

Subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business → Click Here 

Connect with Brendan Frazier: 

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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