
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
| Publishes | Monthly | Episodes | 156 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

Most financial planning is built around goals.
Goals like:
* Retiring at 60
* Spending more time traveling
* Leaving a legacy through philanthropy
But there’s a structural flaw in that model: human beings are notoriously poor predict... more
When you’re thinking about making a move to a new firm, there’s always a lingering question:
“Will my clients come with me?”
You think they will, but there’s no way to know for sure.
In this episode, Brendan Frazier shares a practical four s... more
Most of your clients’ financial planning goals don’t fail because they’re unrealistic. They fail because behavior hasn’t changed. In this episode, Brendan Frazier breaks down why clients struggle to follow through and achieve their most important fin... more
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
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I’ve been a long time listener and I’ve learned so much from Brendan and his guests. Great way to explore ideas to enhance your BeFi experience and become a better advisor and conversationalist
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!
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.
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!
An absolute MUST listen for any advisor looking to stay relevant and truly serve their clients with intent and care.
Key themes from listener reviews, highlighting what works and what could be improved about the show.








Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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
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These podcasts share a similar audience with The Human Side of Money:
1. The Long View
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3. The Compound and Friends
4. The Rational Reminder Podcast
5. Kitces and Carl - Real Talk for Real Financial Advisors
The Human Side of Money launched 6 years ago and published 156 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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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.