Drive Faster Growth and Deeper Client Engagement with Behavioral Finance

The Human Side of Money

Financial Advisors do more than manage money – they serve as life coaches, therapists, and risk managers.

We believe that the client of the future is looking for a Financial LIFE Advisor and that requires support for understanding the human side of money. ​

RFG’s Chief Behavioral Officer Brendan Frazier helps our Advisors uncover the emotional drivers behind your clients’ financial decisions (while breaking through your own growth barriers).

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Tailored Support for Growth-Minded Advisors

Build Deeper Relationships with Your Clients

Behavioral finance can help boost client retention and growth, but Advisors often struggle to apply it.

The Human Side of Money program equips Advisors with actionable strategies to build trust, navigate uncertainty, and strengthen client relationships. Grounded in financial psychology, it trains Advisors to handle tough conversations on topics like family wealth, gifting, estate planning, and economic fears.

Behavioral Finance Resources and Support

One-on-One Coaching

Receive personalized coaching from RFG Advisory’s Chief Behavioral Officer to leverage psychological strategies within your business – driving growth and enhancing client relationships.

Event
Speaker

Book Brendan Frazier, CBO, as a guest speaker for client and prospect events, where he will educate your clients or prospects on how their personal lives and behaviors influence their spending and financial planning decisions.

Wisdom in Wealth Video Series

Stay informed on current events and industry trends through our bi-weekly video series featuring Brendan Frazier.
Behavioral Finance Podcast

The Human Side of Money Podcast

Monthly Newsletter

Monthly Behavioral Finance Insights

Get actionable tips on financial coaching every month directly to your inbox. The WiredAdvisor newsletter integrates financial psychology and behavioral finance into everyday processes and conversations.
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Deeper Client Knowledge Designed to Promote Growth

Book a 100% confidential call to explore how RFG Advisory’s behavioral finance program could help you deepen your client relationships and increase loyalty.

Zero Commitment, No Strings Attached

Sign Up for the Wired Advisor Newsletter

Discover new methods to connect with clients brought to you from our Chief Behavioral Officer, including highlights from his podcast “The Human side of Money”, and his top actionable take-aways from our Wisdom Roundup.

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