Event Details

In this session, you will learn from Brendan Frazier—Founder of Wired Planning, Chief Behavioral Officer with RFG Advisory, and host of The Human Side of Money podcast. He will share his "Top 10 Insights to Master the Human Side of Advice—Even in the Age of AI."

As we know, the real value of an advisor no longer lies in the ability to build a plan and portfolio. It's the ability to build trust and connection with clients, unearth their values and emotions around money, and get them to follow through on your advice.

Brendan is all about helping advisors succeed by delivering practical tips and strategies about the human side of money and advice that you can seamlessly incorporate into every aspect of your business—generating better outcomes for clients and forever changing the trajectory of your advisory business.

Join us on Zoom


Meeting ID: 925 0199 0330

Passcode: LAN2024


Dial by your location

• +1 646 931 3860 US

• +1 929 205 6099 US (New York)

• +1 301 715 8592 US (Washington DC)

• +1 312 626 6799 US (Chicago)

• +1 253 215 8782 US (Tacoma)

• +1 346 248 7799 US (Houston)

• +1 669 900 6833 US (San Jose)

Meeting ID: 925 0199 0330

Passcode: 3844046


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