Brendan Frazier at HUM London 2021
The Human Side of Advice
At Humans Under Management London 2021, Brendan Frazier presented on the importance of addressing the psychological aspects of financial advising. Brendan is the founder of Wired Planning and host of the podcast, The Human Side of Money.
This talk focuses on the challenge of connecting with clients on an emotional level to enhance their financial decision-making. It highlights the gap between technical knowledge and understanding client psychology.
Key insights include:
- Financial success is more influenced by clients' mindsets than by advisers' technical skills.
- Building trust through effective questioning and active listening is essential.
- Understanding clients' emotional connections to money can drive better outcomes.
- Advisers should help clients create vivid, meaningful goals to motivate behaviour change.
Watching this video will provide financial advisers with practical strategies to deepen client relationships and improve their advisory practices by integrating the human element into financial planning.
