EPISODE · Aug 26, 2025 · 38 MIN
Brains, Biases & Better Conversations for Advisors —A.U.M.™ LIVE for financial advisors
from A.U.M. - Ask Us Marketing™ · host Savvy Advisor Marketing
Financial decisions aren’t just about numbers—they’re deeply human. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brendan Frazier of RFG Advisory for an eye-opening episode on how behavioral finance can make you a better marketer, communicator, and advisor.Brendan will break down how understanding your client’s brain (and your own) can lead to stronger relationships and smarter strategy.➡️ How biases impact client decisions—and what to do about it➡️ Tips for building trust using behavioral insights➡️ How to apply behavioral finance to marketing and messaging➡️ Mindset tools for advisors navigating emotional or high-stakes conversations✨ Brought to you by the Financial Planning Association (FPA)
Embed this episode
Ready to play
Brains, Biases & Better Conversations for Advisors —A.U.M.™ LIVE for financial advisors
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.