Business

The Human Side of Money

by Brendan Frazier

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Latest episodes

156: The Advisor Time Trap: Why You’re Busy But Not Growing

April 16, 2026 · 54 min

Most Advisors are not lacking discipline. They are lacking capacity. In this episode, Brendan Frazier explores a common frustration inside advisory businesses. You know what needs to get done. You have clear priorities. But by the end of…
155: The Path of Least Regret: A Better Way to Make Decisions Under Uncertainty

April 2, 2026 · 1 hr 18 min

Most financial decisions aren’t math problems. They’re emotional. In this episode, Brendan Frazier sits down with Parul Somani to break down why traditional decision-making frameworks fail when uncertainty is high and emotions are…
154: How Financial Advisors Can Build a Client Service Calendar That Drives Consistency

March 20, 2026 · 41 min

Most Advisors don’t struggle because they aren’t working hard enough; they struggle because their business hasn’t been intentionally designed to scale. In this episode, Brendan Frazier shares a powerful lesson from Ray Kroc, the visionary…
153: Rethinking Goals-Based Financial Planning: Using Behavioral Experiments to Improve Client Outcomes with Meghaan Lurtz

February 25, 2026 · 1 hr 22 min

Most financial planning is built around goals. Goals like: Retiring at 60 Spending more time traveling Leaving a legacy through philanthropy But there’s a structural flaw in that model: human beings are notoriously poor predictors…
The 4-Step Playbook to Retain Your Clients During a Firm Transition

February 13, 2026 · 33 min

When you’re thinking about making a move to a new firm, there’s always a lingering question: “Will my clients come with me?” You think they will, but there’s no way to know for sure. In this episode, Brendan Frazier shares a…

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151: The Psychology of Goals: 6 Ways Financial Advisors Can Help Clients Follow Through

January 23, 2026 · 28 min

Most of your clients’ financial planning goals don’t fail because they’re unrealistic. They fail because behavior hasn’t changed. In this episode, Brendan Frazier breaks down why clients struggle to follow through and achieve their most…
150: Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow

December 18, 2025 · 1 hr 0 min

This year’s “Best of” episode is a highlight reel of the most impactful, yet practical strategies discussed in this year’s Human Side of Money podcast episodes. These strategies are designed for Financial Advisors who want human-centric…
149: Turning Financial Plans Into Purpose-Driven Lives with Emily Rassam

November 6, 2025 · 1 hr 40 min

Most Advisors build plans around numbers. Emily Rassam builds them around people. In this episode of The Human Side of Money, Brendan sits down with Emily Rassam, Partner and Senior Financial Planner, to explore how she infuses purpose…
EP148 - The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster

October 22, 2025 · 1 hr 26 min

At 38, Rick Foerster became financially independent after helping build a healthcare startup that went public. By every external measure, he had “enough.” But internally, he felt restless, disoriented, and unsure of what came next. In…
147: How To Win Clients and Build Plans Using A Human-First Approach with Tim Maurer

September 10, 2025 · 1 hr 23 min

Winning more clients and creating a more client-centric planning experience requires a shift. A shift away from the numbers. A shift towards the human. In this episode, Tim Maurer, Chief Advisory Officer at Signature FD shares his…
146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris

August 27, 2025 · 1 hr 40 min

Most Advisors rely on technical expertise (IQ). But when you work with human beings, IQ alone often isn’t enough. You have to combine IQ and EQ (Emotional Intelligence). Shannon Harris, Managing Partner at Ecclesiastes Wealth Partners…
145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert

August 13, 2025 · 1 hr 28 min

What if everything you’ve been taught about preparing clients for retirement is only half the story? Fritz Gilbert spent a decade writing over 400 articles about life after work on his blog The Retirement Manifesto. But the real…

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About the show

Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!