2: The Origin – Identifying the Forces Shaping the Value and Future of Advice

The value and future of financial advice is currently facing a crossroads as it shifts towards blending technical advice with the ability to change behavior. In this episode, Brendan tells the story of a client meeting he observed that helped shine a light on the forces causing this shift and why most advisors and advisory businesses simply aren’t equipped to evolve and take advantage. We discuss: Why the future of advice will be more focused on guiding clients through the process and changing behavior for the better How heart bypass surgeries, entrepreneurs, obesity, and marriages teach us that providing information and advice will never be a sustainable value proposition How pairing technical expertise and the human side of money provides massive benefits to your clients and your business The immense gap that exists between the skill set advisors possess and the skill set they need to evolve with this shift in value towards the human side of money What advisors can learn from hostage negotiators and therapists in this quest for a new skill set To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier X:@jbrendanfrazier