Getting Clients Out of Their Heads and Into Their Hearts with Brendan Frazier

Brendan Frazier serves as Chief Behavioral Officer at RFG Advisory, where he leads the integration of behavioral finance into advisor-client relationships. He is also the creator and host of The Human Side of Money Podcast, a bi‑weekly series offering actionable strategies for advisors seeking to deepen trust, improve communication, and guide clients through emotionally charged financial decisions. 

In this episode, Brendan delves into the intersection of personal connection, emotional intelligence, and professional success, with a special focus on the financial advisory world. Through meaningful conversations, Brendan explores the art of building trust and fostering authentic relationships by guiding guests to speak from the heart. Reflecting on his experiences and consulting with thousands of financial professionals, he discusses how working effectively in the planner's role can feel closer to therapy than number-crunching.