Hi there,
Welcome to the Wired Advisor newsletter! This week, we have an incredible lineup of tools and resources to support you.
Here’s a sneak peek of what’s inside:
- Your Voice Matters: Do you have a growth strategy? Share your thoughts in a quick poll!
- Top resources from the 2024 Wisdom Round-Up: Explore the top performing resources curated by Brendan Frazier.
- Wisdom in Wealth: Dive into the latest episode: Warren Buffet’s Secret to Building Wealth
At RFG, we embrace this philosophy by listening to our subscribers. We’d love to hear what YOU, as an Advisor, value most. Do you have a dedicated growth team to help you with growth strategy and execution? Click the button below to share your insights—we’re eager to learn about your priorities and support. After the poll, stick around to learn exactly why growth resources are so important!
Each month, we’re dedicated to finding the most insightful, inspiring, and practical content highlighting the human side of advice. That’s what makes the “Wisdom Round-Up” such a core part of our newsletter. But as the year comes to a close, we decided to take it a step further.
We dug into the archives and rounded up the crème de la crème—the most popular, thought-provoking, and impactful resources of the year. Without further ado, here are the top five articles, podcasts, videos, and tools that earned your clicks and sparked your conversations:
Top Articles
- How To Not Lose A Prospect In Your First Meeting
- How To Use Money As A Tool For Happiness and Fulfillment
- Considering Time And Quality of Life
- 3 Question Types To Go From (Just) Retained To Highly Engaged and Happier Clients
- 7 Faux Pas For Financial Advisors To Avoid
Top Podcasts
- How To Do A Client Communications Audit To Make Clients Feel Valued
- We Spent $80,000 More Than We Made Last Year
- The Science of Happiness And Helping Retirees Find Passion and Purpose
- 5 Critical Improvements We Made To Our Client Meeting Process
- Creating The Space To Have More Meaningful Money Conversations
Top Videos
- Re-Think Retirement: Well-Being Beyond Your Bank Account
- Client Review Meeting Template To Increase Client Loyalty
- The Science Behind Dramatically Better Conversations
- A Formula For Introducing Yourself Perfectly Everytime
- The 5 Lifestyle Secrets of Happy Retirees
Warren Buffet’s Secret to Building Wealth | EP. 10
What’s Warren Buffett’s real secret to building wealth? (Hint: It’s NOT just his talent for investing).
In the latest episode of Wisdom in Wealth, Chief Behavioral Officer Brendan Frazier reveals the often-overlooked ingredient behind Buffett’s incredible fortune: time.
Watch more in this episode of Wisdom in Wealth here.
🎧 The Latest Episodes 🎙️
Love & Money: The Keys To Financial Success As A Couple with Doug and Heather Boneparth
Doug and Heather Boneparth share personal stories and practical ideas to help Advisors learn how to navigate the dynamics of money with couples.
Preparing Your Clients and Practice for Behavioral Finance 3.0 with Meir Statman
Meir Statman is a behavioral finance legend. He’s witnessed every generation of behavioral finance and, in this episode, shares how Advisors can prepare their clients and business for the next evolution.
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 and check out his podcast The Human Side of Money.