Ep # 81: Helping Financial Advisors Enhance Client Outcomes with Brendan Frazier

Haas Financial Group is inspired by Brendan’s passion around “the human side of advising”. Historically, the financial services industry was more focused on training around numbers, spreadsheets, and market commentary. Those things are 100% required and necessary but, there’s a whole other realm of the relationship that has to do with behavior, psychology, and communication.In this episode, Ben sits down with Brendan to discuss practical tips and insights to apply behavioral finance into our financial planning practice.  Brendan's mission is to provide the training that every advisor needs but never received in courses, designations, and certifications. He embarked on this quest to try and make the information more digestible and applicable for advisors to help accelerate their path to being able to develop these softer skills to their clients.  He discusses the importance of asking better questions to form deeply personal relationships with our clients. By developing these skills, the financial planning conversation shifts to what our clients value; deconstructing their thoughts and feelings around money. About Brendan Frazier:Brendan Frazier is the Founder of Wired Planning, the Host of the Human Side of Money Podcast, and was named one of Investopedia’s Top 100 Financial Advisors. He helps financial advisors (including us!) around the world apply behavior, psychology, and communication principles to enhance client outcomes and forever change the trajectory of their business. www.wiredplanning.comBrendan Frazier and Wired Planning are not affiliated with Great Valley Advisor Group and Haas Financial Group.Tracking # T004328Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions,  go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.