On Purpose

Out and About Communications
On Purpose

On Purpose explores the community of financial service movers and shakers who are changing the face of finance. Hear from award winners, thought leaders, authors and executives who are part of the undercurrent of industry change. They are pushing the edge and, frankly, they are doing things differently… on purpose.

  1. 23 OCT

    Why Emotionally Connecting with Clients is Good for Business in Financial Services with Brendan Frazier

    Brendan Frazier is a former financial services consultant with over a decade of experience helping financial advisors across the country. Through his interactions with thousands of advisors, he recognized a recurring theme: many felt they were acting more like therapists than financial planners. This insight led Brendan to explore the often-overlooked human side of finance, prompting him to launch his own advisory business. Committed to improving his understanding of behavioral psychology and communication, he started a podcast where he interviews experts in these fields. Brendan’s passion for merging the human aspect with financial advising has created a growing community of like-minded professionals eager to learn and evolve in their practice. Featured Resources  Brendan Frazier on LinkedIn  RFG Advisory  The Human Side of Advice Podcast Psychology of Money Advice that Sticks Never Split the Difference, Chris Voss Shaping Wealth Money Quotent Enjoyed This? You’ll Also Love:  Using a Coach Mindset to Unlock Your Full Leadership Potential How to Develop and Infuse Generosity Into Your Company Culture Enhancing Advisor Success: How to Add Value Beyond the Numbers Through Human Connection Six People You Need in Your Life to Develop Your Career Tune in as we chat with Brendan about the importance of listening on a level that involves engaging with empathy and curiosity. Discover why building relationships with clients should start with understanding their fundamental motivations and desires, and how you can create deep connections by making clients feel heard and understood.

    23 min
  2. 25 SEPT

    Navigating and Optimizing the Strengths of Your Team with Gretchen Pisano

    Gretchen Pisano’s journey reflects the idea that no experience is wasted, as she believes her early career in graphic facilitation laid the foundation for her expertise. For seven years, she traveled globally, illustrating live conversations during high-level corporate meetings. This experience honed her ability to listen deeply—not just to what was said but also to what was left unsaid, across various cultural contexts. It led her to facilitate strategic conversations, where she noticed while organizations invest heavily in systems, they overlook the importance of changing how people think. This realization spurred her to pursue a master’s degree in applied positive psychology, combining her street smarts with evidence-based theories. Today, as the CEO and co-founder of pLink Leadership, she focuses on executive coaching and leadership development, aiming to align individual and collective growth with organizational strategy. She finds joy in the challenge of guiding teams, likening it to steering an aircraft carrier—a hard but rewarding task. Featured Resources  Gretchen Pisano on LinkedIn  Gretchen Pisano on Instagram Gretchen Pisano on Twitter pLink Leadership on LinkedIn pLink Leadership on Facebook Clifton Strengths  Enjoyed This? You’ll Also Love:  Reaching Gen Z: How Financial Services Companies Can Engage and Hire the Next Generation with Mary Wisniewski  Tips and Trends for Hiring and Onboarding the Right Team in Financial Services Firms with Caleb Brown Using a Coach Mindset to Unlock Your Full Leadership Potential Tune in as we chat with Gretchen about talents versus strengths, how to turn a talent into a strength, and how overusing a strength can turn it into a “weakness.” Plus, are you giving your strengths away for free?

    20 min
  3. 28 AGO

    Reaching Gen Z: How Financial Services Companies Can Engage and Hire the Next Generation with Mary Wisniewski

    Mary Wisniewski is the editor-at-large at Cornerstone Advisors, where she shapes content strategy. In journalism since 2008, covering banking innovation and fintech with brands such as Bankrate and American Banker, Mary offers unique insights into the evolving financial services landscape. Her most recent work focuses on how companies are adapting their strategies to connect with the next generation of under-30 investors, financial planning clients, and employees. Appreciating Gen Z’s focus on self-care, work-life balance, and pursuing passions beyond financial success, Mary recognizes an excellent opportunity for banks, credit unions, and other financial services companies to engage a generation with distinct concerns and goals. Mary frequently speaks at industry events, in the media, and as the host of her podcast, “Money I$n’t Everything,” sharing strategies and research for better understanding and serving Gen Z. Featured Resources  Mary Wisniewski on LinkedIn Money I$n’t Everything Podcast Frich Webinar: Z Hits Different: How to Better Acquire and Engage a New Generation White Paper: Z Hits Different: How to Better Acquire and Engage a New Generation Enjoyed This? You’ll Also Love:  Tips and Trends for Hiring and Onboarding the Right Team in Financial Services Firms with Caleb Brown How Women Can Break into Financial Services Careers and Why They Should with Stephanie McCullough Unlocking The Power Of Innovative Hiring For Employee Retention And Success with Yonhee Choi Gordon

    15 min

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On Purpose explores the community of financial service movers and shakers who are changing the face of finance. Hear from award winners, thought leaders, authors and executives who are part of the undercurrent of industry change. They are pushing the edge and, frankly, they are doing things differently… on purpose.

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