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

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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.