Welcome back to Wired Advisor. Your go-to source for tools and insights designed to help you build deeper client connections, and win new ones, with the human side of advice.

What’s Inside This Edition:

📖 Mindful Money: Guide clients to craft a statement of financial purpose.

🎥 Wisdom in Wealth: Apply the 3 P’s to help clients retire with meaning.

📚 Advisor Growth Study Club: Curate your client onboarding experience to create trust.

🎙️ Human Side of Money: Strengthen client relationships and uncover purpose.

Think about the moments when a client looks at you, not for numbers, but for reassurance that they’re on the right path. Those moments aren’t about spreadsheets, they’re about purpose. Helping a client name their statement of financial purpose gives you a cornerstone to come back to when fear or outside noise creeps in. Check out our full blog on how to help clients craft a statement of financial purpose to use as an anchor in meetings.

In this episode of Wisdom in Wealth, Chief Behavioral Officer Brendan Frazier explains why financial planning alone isn’t enough to live a fulfilling life during retirement. He shares the 3 P’s of a purposeful retirement:

• People → Strong relationships drive happiness, health, and longevity.
• Purpose → Retiring to something creates meaning beyond money.
• Physical Health → The foundation of enjoying retirement years.

Retirement isn’t just about wealth; it’s about building a life rich in people, purpose, and health.

What if onboarding wasn’t just paperwork and data gathering? What if it set the foundation for lasting trust and stronger client relationships? In this month’s Advisor Growth Study Club, guest Libby Greiwe shares why the first 100 days are pivotal and how to design a client experience that makes a lasting impression.

Why Every Retirement Plan Needs Purpose Before Portfolios With Tony Hixon 

After a personal tragedy reshaped his outlook, Tony Hixon realized financial success alone doesn’t lead to a fulfilling retirement. In this episode, he shares how his firm helps clients move beyond the numbers to design retirements rooted in meaning, purpose, and lasting fulfillment.

How to Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy

What happens between client meetings can be just as important as what happens during them. Dr. Megan McCoy unpacks her research on communication strategies that strengthen trust, increase satisfaction, and keep clients engaged through a continuous “web of support.”