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!
- Master the Human Side of Advice: Learn 10 transformative insights every Advisor needs to know.
- Wisdom in Wealth: Dive into the latest episode: Live Big, Give Bigger: A Money Mindset Shift You’ll Love.
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!
Four years ago, Brendan Frazier set out with a bold mission: to reshape the way Financial Advisors approach their craft. Through The Human Side of Money podcast, he’s unpacked the wisdom of industry legends, behavioral psychologists, and top Advisors, gathering 125+ episodes of invaluable insights. What he discovered is a game-changer: Success in financial advising lies not just in technical mastery but in the ability to connect deeply with people.
Imagine being an Advisor who doesn’t just ask about retirement goals but brings them vividly to life, turning “spend time with family” into “a Disney trip where laughter echoes through every park.” Picture being a fiduciary who listens so intently that clients say, “You get me.” Brendan’s top 10 insights are a roadmap to becoming that Advisor. Dive into the full story on our blog to uncover how to implement this into your client relationships.
Live Big, Give Bigger: A Money Mindset Shift You’ll Love
Every dollar in your pocket has a job—it’s either helping you live the life you want or letting you give back to what matters.
The question is: Are you the one deciding where it goes?
In this episode of Wisdom in Wealth, Chief Behavioral Officer Brendan Frazier reveals a simple yet powerful framework that can help you take charge of your finances and align them with your values. With a few quick, creative exercises and some deep-dive questions, he challenges you to imagine:
- What if money were no issue—how would your life look different?
- If you could give away a million dollars, who or what would you choose to support?
- What would “you” from 10 years ago think about your current financial habits and goals?
Ready to rethink your relationship with money and start spending with intention? Watch the full episode here.
🎧 The Latest Episodes 🎙️
A Step-By-Step Process For Conducting “Re-Discovery” Meetings with Long-Time Clients with Ben Haas
Most review meetings are stale. In this episode, Ben Haas reveals his step-by-step process for revamping them into what he calls “Re-Discovery” meetings.
Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act With Dr. Meghaan Lurtz
Most Advisors spend too much time meeting with prospects to find out they aren’t a good fit. In this episode, Meghaan Lurtz walks through how to build a screening process that brings in prospects who are the right fit and ready to act.
A curated collection of the best insights and resources from across the industry:
- How to Use Money as a Tool for Happiness and Fulfillment
- A Financial Advisor’s Guide to Working with Couples
- Client Review Meeting Template To Increase Client Loyalty
- A Wealth of Well-Being with Meir Statman
- A Visual Brendan Can’t Stop Thinking About
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.