What if your onboarding process could become your most powerful referral engine? - Most advisors overlook onboarding as a strategic growth tooland thats a mistake. - In this episode, Brendan Frazier

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 brai

What if retirement planning wasnt 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 explo

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 s

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 va

The conversations you have with clients during uncertain markets are the most important youll ever have. - Helping them safely and confidently navigate times like these is likely the single most impo

The conversations you have with clients during uncertain markets are the most important youll ever have. - Helping them safely and confidently navigate times like these is likely the single most impo

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 hel

Financial advice is no longer just about offering servicesits about creating real, meaningful experiences for clients. - Because an experience unlike any other is the difference between a one-time

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 prospect