Best Brendan Frazier Podcasts (2025)

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148: Do Business, Do Life: Redefining What Advisor Success Looks Like with Brad Johnson 1:37:35

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6d ago1:37:35

1:37:35

What happens when you chase growth, double revenue year after year, and finally realize the business you’ve built is slowly consuming your life? Brad Johnson, Co-Founder of Triad Partners and former host of The Elite Advisor Blueprint, shares the raw story of leaving behind a secure, high-paying role to pursue a new vision of what success in financ…

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147: How To Win Clients and Build Plans Using A Human-First Approach with Tim Maurer 1:23:18

20d ago1:23:18

1:23:18

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 insights on building a human-first approach to transform both your prospecting and your planning. Instead of relying on…

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146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris 1:40:16

1M ago1:40:16

1:40:16

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, has developed an approach that blends IQ with EQ by delivering values-based advice designed to reshape every clien…

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145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert 1:27:41

2M ago1:27:41

1:27:41

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 transformation happened after he actually retired. In this episode, Fritz reveals the surprising emotional challenges ret…

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144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy 1:18:58

2M ago1:18:58

1:18:58

What if the most important trust-building moments with clients aren’t during meetings, but actually in between them? It turns out that your communication between meetings ( texts, emails, calls, etc.) can significantly impact trust, satisfaction, and client retention. In this conversation, Dr. Megan McCoy shares her breakthrough research on the pow…

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143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon 1:32:35

3M ago1:32:35

1:32:35

Most retirees prepare financially, but still feel lost when they step away from work. Why? Because emotional readiness is just as critical as a fully funded retirement account. Tony Hixon, CIMA®, RFC® knows this firsthand. After a personal tragedy reshaped his view of retirement, he realized that wealth without purpose leaves a void. Fortunately, T…

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142: Transforming Your Onboarding Process Into A Referral Engine with Libby Greiwe 1:32:30

3M ago1:32:30

1:32:30

What if your onboarding process could become your most powerful referral engine? Most advisors overlook onboarding as a strategic growth tool—and that’s a mistake. In this episode, Brendan Frazier sits down with Libby Greiwe, founder of The Efficient Advisor, podcast host, and author of The First 100 Days: The Advisor’s Blueprint for a Remarkable C…

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141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener 1:46:45

3M ago1:46:45

1:46:45

The most common mistake advisors make with prospects? They deliver a logically-driven pitch showcasing all the ways they can help. But, prospects make decisions with the emotional part of the brain. And, that’s why logical pitches fall on deaf ears. Stacy Havener, Founder and CEO at Havener Capital Partners, has raised billions for boutique asset m…

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140: The Human Side of Retirement with Dan Haylett (Part 2) 56:37

4M ago56:37

56:37

What if retirement planning wasn’t just about saving but about learning how to spend? In Part 2 of The Human Side of Retirement, Brendan Frazier continues his conversation with Dan Haylett to explore the emotional and psychological aspects of decumulation. They dig into the behavioral side of this transition, why a “save, save, save” mindset can ho…

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139: The Human Side of Retirement with Dan Haylett (Part 1) 1:00:20

4M ago1:00:20

1:00:20

Retirement isn’t just about reaching a number – it’s a deeply personal transition that requires more than financial planning. By understanding what truly matters beyond the numbers, you can better support clients in creating meaningful and fulfilling retirements. In Part One of this episode, Dan Haylett emphasizes the importance of shifting the foc…

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138: How To Communicate The Intangible Value of Financial Planning with Michael Lecours 1:39:31

5M ago1:39:31

1:39:31

Financial planning is a service-based business. You’re selling the invisible. It can’t be seen, touched or experienced before buying. Prospects are forced to search for other ways to evaluate the value of working with you (most of which are NOT great options to inform such an important decision!). Fortunately, Michael Lecours, a financial advisor a…

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137: A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets 49:40

5M ago49:40

49:40

The conversations you have with clients during uncertain markets are the most important you’ll ever have. Helping them safely and confidently navigate times like these is likely the single most important thing you’ll ever do… If you know how to do it! In this episode, Brendan walks through a 4-step framework to equip you with everything you need to…

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136: A Process For Rewiring Financial Behavior and Identity with Danielle Howard 1:43:19

5M ago1:43:19

1:43:19

Most advisors know they need to integrate the human element into their practice. But, it’s hard to decide WHAT to do and HOW to do it. Fortunately, Danielle Howard has successfully studied, tested and integrated the human element into her practice for over 30 years. And, through those years of learning and testing, she built the “Journey of Financi…

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135: Breaking Money Silence with Kathleen Burns Kingsbury 1:21:52

6M ago1:21:52

1:21:52

Talking about money remains one of the most challenging topics for many, often shrouded in silence and taboo. Why do we hesitate to engage in money conversations, and how can financial advisors help break this cycle? Join Brendan Frazier as he chats with Kathleen Burns Kingsbury, the mastermind behind KBK Wealth Connection and author of “Breaking M…

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134: Turn Clients Into Raving Fans By Creating Memorable Experiences with Dennis Moseley-Williams 1:48:45

7M ago1:48:45

1:48:45

Financial advice is no longer just about offering services—it’s about creating real, meaningful experiences for clients. Because an experience unlike any other is the difference between a one-time sale and a lifelong client. You want to create experiences so exceptional that your clients aren’t even interested in hearing about an alternative. And, …

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133: Creating A Visual Discovery Meeting Experience with David Armstrong 1:42:08

7M ago1:42:08

1:42:08

If you want to grow your advisory business by bringing on new clients, you have to get three things right: Your marketing, messaging and meetings. Marketing: You have to attract the right prospects and repel the wrong ones. Messaging: You have to connect with the prospect. Meetings: You have to create an experience that infuses trust and clarity. M…

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132: The Search For Purpose and Meaning In Retirement with Tom Pendergast 1:36:05

8M ago1:36:05

1:36:05

We all have an idea of what retirement will be like. But what happens when reality doesn’t match your expectations? For many, the transition from a structured career to unstructured free time isn’t as easy as it seems. That’s exactly what happened to Tom Pendergast. Tom is a retired professional who found himself facing an unexpected challenge: bor…

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131: The Soul of Wealth: Connecting Money and Meaning with Dr. Daniel Crosby 1:19:49

8M ago1:19:49

1:19:49

We all know that true wealth goes far beyond money. Yet, we all act as though money is the ultimate end game. Like when your client says, “Once I get to $_____, then I’ll be ready.” But money is simply a tool to fund the life you want to live. And once you know how to use it, it’s a powerful tool for enhancing your happiness, meaning and fulfillmen…

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130: Behavioral Finance Ideas Proven To Enhance Client Outcomes with Dan Egan 1:23:55

9M ago1:23:55

1:23:55

As Betterment’s Director of Behavioral Science, Dan Egan knows that understanding human behavior is key to your client’s financial success. But knowing that’s true and knowing what to do about it are two different things. There are a lot of opinions thrown around in the behavioral finance space on what works and what doesn’t. And you probably don’t…

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129: The Best Ideas and Insights from 2024 1:15:32

9M ago1:15:32

1:15:32

The Human Side of Money in 2024: Released 24 episodes Delivered 1,933 minutes of content on the human side of advice Inside those 24 episodes and 1,933 minutes lie countless ideas, insights, and nuggets that will do two things: Enhance and enrich your clients’ lives and forever change the trajectory of your business and career. But, there were cert…

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128: The 3 R’s of Relationship Marketing with Bill Cates 1:24:44

10M ago1:24:44

1:24:44

“If you’re not relevant, you’re ignored. If you’re not compelling, you’re forgotten.” Bill Cates, the “OG” of relationship marketing, knows that genuine connections are the heart of a thriving and growing practice. But with technology constantly reshaping how we connect, how do you still leverage a human connection? For decades, Bill has mastered t…

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127: Preparing Your Clients and Practice for Behavioral Finance 3.0 with Meir Statman 1:37:40

10M ago1:37:40

1:37:40

Meir Statman, a trailblazer in behavioral finance, says: “Financial well-being underlies life well-being.” Advisors know their clients want to feel happy and fulfilled and make decisions aligned with their values. But weaving that into financial advice? That’s the challenge. And, that’s the next frontier for behavioral finance. Meir has witnessed e…

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126: Love & Money: The Keys To Financial Success As A Couple with Doug and Heather Boneparth 1:30:50

11M ago1:30:50

1:30:50

Does money talk strengthen your relationship—or strain it? Doug and Heather Boneparth, a dynamic husband-wife team and experienced financial advisors, share the inside scoop on what makes relationships tick—financially and emotionally. Drawing from personal experience, they reveal practical ways for couples to redefine financial responsibilities, a…

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125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz 1:17:15

11M ago1:17:15

1:17:15

Here’s a question for you: On a scale of 1-10, how confident are you that your screening process will yield conversations with prospects who are a good fit AND ready to take action? If you answered anything less than an 8, you’re in good company. Most advisors spend way too much time meeting with prospects only to find out they aren’t a good fit. F…

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124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas 1:35:47

12M ago1:35:47

1:35:47

Here’s the outline for most review meetings with long-time clients: How is life? How is the family? Any major changes or updates? Here’s your situation. Everything looks good. See you next year. And, that’s not bad. But there’s a better way. It’s called a “Re-Discovery” meeting. And, not only, does it keep your clients engaged while reinforcing you…

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123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek 1:40:02

12M ago1:40:02

1:40:02

Financial advisors are on the front lines of bad news. Your entire business is filled with clients who have either experienced grief or will experience grief at some point in their lives. When that time comes, you’ll often be one of the first people they talk to. And, unfortunately, we aren’t naturally “grief-literate.” We feel awkward, don’t know …

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122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley 1:33:48

1y ago1:33:48

1:33:48

Are your clients drifting aimlessly or swimming purposefully towards their financial goals? The default for clients is to pick goals on autopilot. Goals that have been determined by society, friends, and their upbringing. In this episode, Isaac Presley shares how he creates the time and space for his clients to create more intentional goals using a…

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Plant-Based Morning Show: Our Final Episode 1:00:20

1y ago1:00:20

1:00:20

Thursday, September 5th. Yes, it's true; this is the last episode of the Plant-Based Morning Show — thanks for listening to the show and being a part of this incredible community! In this final episode we talk about: Weather report: Working out only one or two days a week can be just as good as five Beyond Meat to Launch New Steak as It Focuses on …

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Plant-Based Morning Show: USDA's New School Lunch Guidelines Benefit Plant-Based Kids 38:47

1y ago38:47

38:47

Wednesday, September 4th. In this episode we talk about: Weather report: Dole hosts banana-eating contest, peanut shells could replace cellulose in alt-meat production, study links heme iron consumption to diabetes New USDA Rules Mean More Options for Vegan, Vegetarian Students and Those with Milk Allergies () Tune in live every weekday at 11am to …

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Plant-Based Morning Show: 83 Hot Dogs in 10 Minutes 38:08

1y ago38:08

38:08

Tuesday, September 3rd. In this episode we talk about: Impossible Foods-sponsored Joey Chestnut eats 83 hot dogs in 10 minutes: () Weather report: Vegan Nutella to launch across Europe on Tuesday, "air protein" earns self-affirmed GRAS status, Krispy Kreme UK adds 3 new vegan flavors, Coca-Cola not on track to meet sustainability goals Tune in live…

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121: A Playbook To Master The Human Side of Advice with Michael Kitces 1:54:40

1y ago1:54:40

1:54:40

When you want to learn something about financial planning and advice, the ultimate source is Michael Kitces. Most people know Michael is a spreadsheet-loving, technical wizard. What most people don’t know is that he also fully believes in the human side. In this episode, Michael explains the skills and processes advisors need to know on the path to…

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120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke 1:38:03

1y ago1:38:03

1:38:03

Michael Finke’s research shows that the trifecta of a happy and fulfilling retirement incorporates: Money Health Social Connection Most financial advisors know the money part. But how can you incorporate the other health and social connection parts into a financial plan to help your clients live a happy and fulfilling retirement? Fortunately, Micha…

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Plant-Based Morning Show: Should Ultra-Processed Foods Be Taxed, Even When that Includes Plant-Based Meats? 43:11

1y ago43:11

43:11

Wednesday, August 21st. In this episode we talk about: Weather report: New study finds choosing plant fats over animal fats reduces heart disease and mortality risk, Wild Earth launches first nutritionally complete plant-based cat food, US Open aims to increase vegan options 53% of Brits Want Taxes on Ultra-Processed Food, But Separating Them from …

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Plant-Based Morning Show: Man and Sons 'Cheat' on Religious Wife's Vegetarian Diet 38:08

1y ago38:08

38:08

Tuesday, August 20th. In this episode we talk about: Weather report: Study finds low-vegan diet better than Mediterranean for weight loss, Mr. Charlie's closes Venice Beach location, Tesco recalls melt-in-the-middle vegan burgers Man 'Cheating' on Religious Wife's Vegetarian Diet Backed Online () Tune in live every weekday at 11am to watch on or on…

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Plant-Based Morning Show: Lab-Grown Coffee, Cocoa, Spices, Cotton, and More!? 40:07

1y ago40:07

40:07

Thursday, August 15th. In this episode we talk about: Weather report: Lewis Hamilton sparks backlash with camel-riding photo, Upside Foods sues Florida over cultivated meat ban, Coca-Cola and Oreo partner on cookies and soda collab Catch Compassion at PETA's Most Vegan-Friendly Ballparks of 2024 ( Coffee Without Beans, Chocolate Without Cocoa — The…

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Plant-Based Morning Show: How Do You Get People to Crave More Beans? 41:05

1y ago41:05

41:05

Wednesday, August 14th. In this episode we talk about: Weather report: UK air travelers choosing more vegan and healthier options before flying, new food-labeling bill in Chile targets "simulated food," Beyond's Q2 numbers are an improvement but still aren't good How to Make a Nation of Meat Eaters Crave the Humble Bean () Tune in live every weekda…

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Plant-Based Morning Show: Impossible Foods Opens First Brick and Mortar Pop-Up 36:36

1y ago36:36

36:36

Tuesday, August 13th. In this episode we talk about: Weather report: British Veterinary Association okays vegan diets for dogs, Ariana Grande eats vegan wings on Hot Ones, plant-based rugby match Impossible Foods Opens First Brick and Mortar Concept () World's First Vegan Tabletop Gaming Company Launches Vegan 'Cards Against Humanity' () Tune in li…

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Outlier Chats: Controlling Your Microbiome to Control Your Health with Leo Grady 45:52

1y ago45:52

45:52

In today's episode, Matt Tullman sits down with Leo Grady, the founder and CEO of Jona, to discuss how understanding your gut microbiome can unlock a whole new level of control of your health.

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119: A 3-Step Process for Crafting a Statement of Financial Purpose with Andy Baxley – Part II 1:23:14

1y ago1:23:14

1:23:14

*This is a continuation of the conversation that started in the previous episode (Episode 118). We highly recommend listening to that episode first! A statement of financial purpose serves as the mission statement for your client’s financial life. It acts as the north star for making financial decisions that are in alignment with the things that ar…

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Outlier Chats: Transforming Healthcare with Andrew Lacy 42:09

1y ago42:09

42:09

In today's episode, Complement CEO Matt Tullman sits down with Andrew Lacy, founder of Prenuvo. Learn how early detection can transform the way you approach your health.

1y ago48:29

48:29

Thursday, July 11th. In this episode we talk about: Weather report: Oatly partners with Malibu to make strange alcoholic plant-based ice cream, startup makes butter out of CO2 and Hydrogen 10 Healthiest Plant-Based Meats — and 3 to Avoid (https://www.eatthis.com/healthy-plant-based-meats/) Tune in live every weekday at 11am to watch on or on Instag…