Rephonic
Artwork for The Human Side of Money

The Human Side of Money

Brendan Frazier
Behavioral Finance
Financial Planning
Client Retention
Grief Literacy
Client Engagement
Feedback
Listening
Financial Purpose
Financial Advisors
Emotional Intelligence
Holistic Planning
Client Experience
Financial Psychology
Empathy
Client Satisfaction
Client Relationships
Trust
Psychological Principles
Influence: the Psychology Of Persuasion
Financial Advisory

Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips an... more

PublishesTwice monthlyEpisodes153Founded6 years ago
Number of ListenersCategory
Business

Listen to this Podcast

Artwork for The Human Side of Money

Latest Episodes

This year’s “Best of” episode is a highlight reel of the most impactful, yet practical strategies discussed in this year’s Human Side of Money podcast episodes. These strategies are designed for Financial Advisors who want human-centric steps they ca... more

YouTube

Most Advisors build plans around numbers. Emily Rassam builds them around people.

In this episode of The Human Side of Money, Brendan sits down with Emily Rassam, Partner and Senior Financial Planner, to explore how she infuses purpose and emotion ... more

YouTube

At 38, Rick Foerster became financially independent after helping build a healthcare startup that went public. By every external measure, he had “enough.” But internally, he felt restless, disoriented, and unsure of what came next.

In this candid c... more

YouTube

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 ra... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Recent Guests

Rick Foerster
Entrepreneur and author exploring the psychological aspects of financial independence
Episode: 148: The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster
Brad Johnson
Entrepreneur and host of Do Business, Do Life
Triad Partners
Episode: 148: Do Business, Do Life: Redefining What Advisor Success Looks Like with Brad Johnson
Shannon Harris
Managing partner and advisor at Ecclesiastes Wealth Partners, a top women wealth advisor
Ecclesiastes Wealth Partners
Episode: 146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris
Fritz Gilbert
Founder of The Retirement Manifesto and author of Keys to a Successful Retirement
The Retirement Manifesto
Episode: 145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert
Dr. Megan McCoy
Associate professor at Kansas State University, certified financial therapist, and co-author of Financial Planning Counseling Skills
Kansas State University
Episode: 144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy
Tony Hixon
Co-founder and CEO of Hixon Zuercher Capital Management, author of Retirement Stepping Stones
Hixon Zuercher Capital Management
Episode: 143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon
Libby Greiwe
Founder of The Efficient Advisor, keynote speaker, and author
The Efficient Advisor
Episode: 142: Transforming Your Onboarding Process Into A Referral Engine with Libby Greiwe
Stacy Havener
Founder and CEO of Havener Capital Partners
Havener Capital Partners
Episode: 141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener
Dan Haylett
Director, Head of Growth, and a Financial Planner at TFP Financial Planning, and host of the Humans Versed Retirement Podcast
TFP Financial Planning
Episode: 139: The Human Side of Retirement with Dan Haylett (Part 1)

Host

Brendan Frazier
Host and lead figure sharing insights on the emotional aspects of finance, emphasizing behavioral approaches and client connection.

Reviews

4.9 out of 5 stars from 179 ratings
  • Essential for Financial Advisors

    The podcast is a must-listen for advisors who want to go beyond numbers and connect deeply with clients. The episode with Dan Haylett on the psychology of retirement was especially powerful - it highlighted why decumulation can be even harder than saving. Every episode offers practical wisdom on trust, behavior, and building stronger relationships. Highly recommend!

    Apple Podcasts
    5
    Elizabeth_Toth
    Netherlands4 months ago
  • Almost Perfect

    Love the concept and content. You consistently bring relevant guests speaking on relevant topics. My only critique is as a host you’re just too wordy and often break the flow of what the guest is sharing. Editing your delivery would be my constructive feedback.

    Apple Podcasts
    4
    srg_chi
    United States7 months ago
  • Great Listen

    As a young financial planner, I always learn something on the podcast. Communication and listening is so important clients.

    Thank you for shortening some of the podcast episodes. 1.5 hour long podcasts each week can be daunting even at 1.5x speed!

    Apple Podcasts
    5
    Mikelz15
    United States2 years ago
  • Great Podcast

    An absolute MUST listen for any advisor looking to stay relevant and truly serve their clients with intent and care.

    Apple Podcasts
    5
    Kosmo33
    Canada2 years ago
  • I love the human side of money!

    As a financial life planner the human side of money is everything. This podcast has the best guests in the industry speaking on this important topic. If you’re a financial advisor and at all curious about how to show up better for your clients this is what you should be listening to!

    Apple Podcasts
    5
    JoshSaint22
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the strong focus on the emotional side of finance, which is often neglected in traditional advising approaches.
The insights shared by guests are frequently described as actionable and relevant, which enhance advisors' ability to connect with clients.
The host is noted for asking insightful questions, fostering deeper discussions during episodes, contributing to the value of the content.
Several reviews suggest constructive feedback on pacing, indicating that while content is rich, some segments can feel longer than needed.
Overall, the podcast is regarded as a must-listen resource for financial advisors eager to improve their client relationships through better understanding and empathy.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#247
Mexico/Business

Talking Points

Recent interactions between the hosts and their guests.

146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris
Q: How did you assess the impact of values-based advice on your practice?
By tracking referrals, client satisfaction, and noticing that clients are increasingly using money for things that truly matter to them.
146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris
Q: How would you explain values-based advice to someone that doesn't really know?
It's the combination of the financial planning component plus life planning; focusing on what's important to the clients, not the advisor's practice values.
145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert
Q: How would you describe the purpose of your '10 Commandment' article for retirement?
It was a reflective piece to set my mindset and guidelines for what I wanted retirement to represent, focusing on non-financial aspects.
143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon
Q: Do you feel like that's the norm? Or are they just a small representation?
People connect with stories. This isn't on many clients' radar until I share my story; then they wonder about their own futures and we can explore what retirement means for them.
143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon
Q: What would you say to your uncle who thinks retirement is great?
Abundance thinking is great! But my blanket statement doesn't apply to everyone. It does apply to many who could face difficulties adjusting to retirement. It's an uphill battle when clients don't see it as an issue.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Human Side of Money

What is The Human Side of Money about and what kind of topics does it cover?

Focused on the emotional and psychological dimensions of finance, this podcast addresses the complexities of financial advising, emphasizing client engagement and human connection. Topics often include behavioral finance, values-based financial planning, and the importance of aligning clients' financial decisions with their personal values and life goals. It features expert guests discussing their innovative ideas, methodologies, and real-life experiences within the financial advisory sector, making it a crucial resource for professionals looking to enhance their practice and foster deeper client relationships. Each episode offers practical insights designed to help advisors navigate the often intricate emotional landscape that accompanies ... more

Where can I find podcast stats for The Human Side of Money?

Rephonic provides a wide range of podcast stats for The Human Side of Money. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Human Side of Money and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Human Side of Money get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Human Side of Money, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The Human Side of Money?

Rephonic provides comprehensive predictive audience data for The Human Side of Money, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does The Human Side of Money have?

To see how many followers or subscribers The Human Side of Money has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Human Side of Money?

These podcasts share a similar audience with The Human Side of Money:

1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Long View
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. Ask The Compound
5. Huberman Lab

How many episodes of The Human Side of Money are there?

The Human Side of Money launched 6 years ago and published 153 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Human Side of Money?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Human Side of Money?

Rephonic pulls ratings and reviews for The Human Side of Money from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for The Human Side of Money?

Rephonic provides full transcripts for episodes of The Human Side of Money. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on The Human Side of Money?

Recent guests on The Human Side of Money include:

1. Rick Foerster
2. Brad Johnson
3. Shannon Harris
4. Fritz Gilbert
5. Dr. Megan McCoy
6. Tony Hixon
7. Libby Greiwe
8. Stacy Havener

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days