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).
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.
Book a 100% confidential call to explore how RFG Advisory’s behavioral finance program could help you deepen your client relationships and increase loyalty.
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.
The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.
Site Design by ProperExpression
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.