Welcome back to Wired Advisor—your hub for behavioral finance insights that help you understand the emotional drivers behind money decisions, deepen client relationships, and attract new business.

Here’s What’s Inside:

• Elevate Your Discovery Calls: A Proven Framework to Win More Clients
• Growth-Focused Webinar: Join Abby Salameh and Stephanie Bogan for a Deep Dive on Scaling Your Business
• Wisdom in Wealth: The Hidden Struggle of Retirement: Why Spending Feels So Hard 
• AI & Advisor Trust: Navigating the Human Element in a Tech-Driven World
• The Latest Podcast Episodes: Learn About a Powerful Process for Helping Clients Rewire Their Financial Behaviors

Tired of discovery calls not leading anywhere? Our Chief Behavioral Officer, Brendan Frazier, shares a framework on elevating client conversations from day one.

In this episode of Wisdom in Wealth, Brendan Frazier dives into one of the most surprising challenges many retirees face: the emotional struggle of spending their savings. 

Backed by behavioral research, Brendan shares how you can: 

• Label accounts for specific goals to build more spending confidence 
• Automate distributions to reduce decision friction 
• Build your “spending muscle” with small, intentional actions 

It’s the question buzzing in headlines, boardrooms, and client conversations: Can AI be trusted—and is it coming for your job? 

For Financial Advisors, the rise of tools like ChatGPT and other AI-powered platforms has reignited an age-old debate. We’ve seen it before with robo-advisors and fintech platforms, but this time feels different. The technology is smarter. The adoption is faster. And the line between “support tool” and “trusted guide” is blurrier than ever. 

Many Advisors are asking: If clients grow comfortable trusting AI, where does that leave us? 

That question is bigger than technology, efficiency, or even innovation. Clients might use AI every day, but do they trust it to replace you? And if they do… what does that mean for your role as an Advisor? 

Let’s explore what clients really think about using AI in financial decisions, why the human element still matters (and always will), and how you can use AI strategically. 

• A Process For Rewiring Financial Behaviors and Identity with Danielle Howard 
  Danielle Howard has studied, tested, and integrated the human element into her practice for over 30 years. In this conversation, she reveals her “Journey of Financial Health” process and how it helps uncover clients’ mindsets, beliefs, and identities around money. 
• How to Communicate The Intangible Value of Financial Planning with Michael Lecours 
  Financial planning is a service-based business, which means you’re selling the invisible. Often, this feeling of an intangible value can lead to prospects having to justify hiring you. In this episode, you’ll learn how to sell your financial planning services in a way that clients find valuable.