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:

📖 Behavioral-Backed Advisory Best Practices Blog
Learn how to build a screening process to protect your time and identify right-fit prospects.

🎥 New Wisdom in Wealth Video
Help clients break through comparison and instead embrace it to their advantage.

🎙️ The Human Side of Money Podcast
Support clients in finding purpose outside of financial freedom. 

Ever had a meeting with someone and realized this prospect isn’t a fit. But you stay polite, finish the meeting, and move on… until you realize how often it happens.

Those wasted hours? They’re quiet thieves of your focus, energy, and growth.

The truth is, scaling your business isn’t just about finding more clients. It’s about finding the right ones. That starts with a simple, intentional client screening process that filters alignment before the first handshake. Because when you protect your calendar, you protect your capacity to serve the clients who truly value what you do best. Check out our blog to learn how to turn “wrong meetings” into smarter growth.

At RFG, we equip our Advisors with bi-weekly automated marketing campaigns featuring insights from Chief Behavioral Officer Brendan Frazier. Through our marketing engine, Pathfinder, we deliver ready-to-share email and social media content for client engagement. Our innovation in this space was recently recognized with the Datos Impact Award for Best Innovation in Marketing Automation.

Watch this week’s video where Brendan breaks down how to turn social comparison into a powerful driver of financial growth. We all compare ourselves to others. But are those comparisons helping or hurting your financial confidence? Brendan explores the science behind social comparison theory and reveals why choosing  a financial role model can shift comparison from stress to strategy.

How to Win Clients and Build Plans Using a Human-First Approach With Tim Maurer 

Tim Maurer shares how to build a human-first approach to transform both your prospecting and your planning by focusing on connecting first and foremost with what truly drives people. Leverage values, stories, and emotions so clients feel ownership of their plan. And they trust that you’re the person to guide them along the way. 

The Dark Side of Financial Freedom No One Prepares You For With Rick Foerster

Rick Foerster achieved financial freedom after building a startup that went public. Despite reaching every external measure of success, he found himself feeling restless and uncertain about what came next. In this conversation, Rick joins Brendan to explore what lies beyond “enough” and how true fulfillment ties to identity, belonging, and purpose.