Brendan Frazier

About Brendan Frazier

Whether you\'ve been an advisor for 40 years or 40 days, it\'s becoming obvious that the value of advice is evolving.It\'s no longer enough to construct a financial plan and build an asset-allocated portfolio.The future of advice is shifting towards-Building trust and connection throughout the process-Unearthing values and emotions around money-Changing behavior for the betterA realm of the relationship called the human side of money.But, advisors and planners across the world continue to state that the biggest barrier to implementing this skill set is the lack of training and resources to do so. If you\'re an advisor or planner who recognizes this shift is underway, but you\'re frustrated with the lack of training and resources on how to actually apply the human side in your practice, process and conversations.You\'re in the right spot.We provide the training that every advisor needs but never received in their courses, designations and certifications on dealing with emotionally-charged human beings on the emotionally-charged topic of money.If you want to know more, do these three things:1) Listen to The Human Side of Money podcast where we regularly have guests on sharing their expertise on all things behavior, psychology, communication, and more.2) Join thousands of advisors around the world reading my monthly newsletter jam-packed with ideas on how to apply the human side of advice into your practice process and conversations.(Go to or \"Connect\" with me on here to get all the ideas and insights to master the human side of money.Ultimately, the rare ability to connect emotionally with the person across the table, while facilitating a change in their long-standing habits and behaviors, will transform your client experience and the overall trajectory of your business in a way that no amount of technical knowledge can ever replicate.*For speaking requests and suggestions on future guests/topics, email me at b•••••••@rfgadvisory.com*Securities offered through Private Client Services. Member FINRA/SIPC. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness

Experience

1. Chief Behavioral Officer

   RFG Advisory

   Mar 2024 — Present

   Building the industry\'s premier platform that arms advisors and their clients with the education, training, and tools to successfully master the human side of money in their business and their lives.

Education

• Belmont University

  Bachelor of Business Administration (B.B.A.), Business Administration-Marketing

  2006 — 2010

Skills

• Budgets
• Series 7
• Customer Service
• Wealth Management
• Research
• Series 63
• Retirement Planning