The Future of Financial Advice Starts with Great Questions episode artwork

EPISODE · Jan 30, 2026 · 42 MIN

The Future of Financial Advice Starts with Great Questions

from Get Ready: Before Life Happens Podcast · host Tony Steuer

Send us Fan Mail🎙 On this episode of Get Ready Before Life Happens Podcast, I spoke with Brendan Frazier, Chief Behavioral Officer at RFG Advisory and host of The Human Side of Money Podcast, about how the future of financial advice goes beyond plans and portfolios and why the most powerful tool an advisor has isn’t a spreadsheet, but a question.💡 Key Takeaways:🔹 The future of advice is at the intersection of the technical side and the human side  🔹 Empathy and emotional intelligence are our true advantages over technology 🔹 Ask great questions — and listen with intent, empathy and curiosity🔹 A great question without listening is no longer a great question 🔹 Money is a tool that funds the things in life that are important to you 🔹 The best advisors focus on the person, not just the numbersConnect with Brendan Frazier:Website (here)LinkedIn (here)Podcast:The Human Side of Money Podcast (here)Bio: Brendan Frazier is the Chief Behavioral Officer at RFG Advisory, the host of The Human Side of Money podcast, a keynote speaker, and was twice named one of Investopedia’s Top 100 Financial Advisors. He has built global training programs to help advisors around the world learn how to leverage behavior, psychology and communication principles on the path to mastering the human side of advice.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer. 

Episode metadata supplied by the publisher feed · Published Jan 30, 2026

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Send us Fan Mail 🎙 On this episode of Get Ready Before Life Happens Podcast, I spoke with Brendan Frazier, Chief Behavioral Officer at RFG Advisory and host of The Human Side of Money Podcast, about how the future of financial advice goes beyond plans and portfolios and why the most powerful tool an advisor has isn’t a spreadsheet, but a question. 💡 Key Takeaways: 🔹 The future of advice is at the intersection of the technical side and the human side 🔹 Empathy and emotional int...

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The Future of Financial Advice Starts with Great Questions

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