Hi there,
Welcome to this week’s Wired Advisor newsletter, where you’ll discover practical tips on integrating behavioral finance and psychology into your business, processes, and client interactions.
Here’s a sneak peek of what’s inside:
- Discover how tax planning conversations can help you win over prospects.
- Watch our latest Wisdom in Wealth video to understand how emotions impact financial decisions.
- Learn how to communicate with grieving clients in The Language of Loss episode of The Human Side of Money.
EP. 07 | How Emotions Secretly Control Your Financial Decisions
Did you know that your emotions might be influencing your financial decisions (without you even realizing it)?
In this eye-opening episode of Wisdom in Wealth, Brendan Frazier explores the fascinating connection between psychology and money management. Discover how your emotions shape the way you spend, save, and invest—and how to turn that awareness into empowered financial choices.
In this episode, you’ll learn:
- How emotional triggers like fear and excitement can influence your financial decisions.
- The surprising role of payment methods in how much you spend.
- Practical tips to make more intentional choices and regain control of your financial future.
Tune in to unlock actionable insights you can start using today!
🎧 The Latest Episodes 🎙️
Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley
In an attempt to help his clients create better goals, Isaac Presley took the famous “EOS” system and used it to build a conversational framework to guide his meetings. My personal favorite part of this episode is listening to him describe how he has connected his screening and intro meetings to build and accelerate trust.
The Language of Loss: How To Communicate With Grieving Clients with Kathi Balasek
Your entire business is filled with clients who have experienced or will experience grief. And, unfortunately, most of us aren’t naturally “grief-literate.” Kathi Balasek provides a blueprint to navigate these conversations so you can forge deeper relationships and grow your business when these conversations arise.
A curated collection of the best insights and resources from across the industry:
- Make Your Office Space More Inviting
- 101 Things Advisors Actually Do To Add Value
- Creating The Space To Have More Meaningful Money Conversations
- The Science Behind Dramatically Better Conversations
- A Collection of One-Page Financial Plans
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.”