Brendan Frazier
Brendan Frazier helps financial advisors master the part of advice no spreadsheet can solve: being human. As host of The Human Side of Money podcast, Brendan explores how psychology, behavior, and emotion influence financial decisions—and how advisors can use those insights to have better conversations, build stronger relationships, and make a lasting difference in their clients’ lives. His career has given him a front-row seat to nearly every side of financial advice. He began as a consultant to advisors across the country before building his own advisory business and being named one of Investopedia’s Top 100 Financial Advisors in the U.S. He later founded Wired Planning, a global training platform that helped advisors develop the human skills required to serve clients at the highest level. Most recently, Brendan served as Chief Behavioral Officer, where he became only the second person in the industry to hold the title and helped bring behavioral science more deeply into the advisor experience. When he isn’t digging into the latest psychology and behavioral science research, Brendan is spending time with his wife, Shannon, and their three kids, Brooks, Shepherd, and Merritt. He also welcomes unsolicited advice on raising three children (ideally from someone who has actually figured it out).
Articles by Brendan Frazier
- Business Growth

Most Advisors Don’t Lose Drive—They Lose a Supportive Environment
Yet your momentum has slowed. Your responsibilities seem heavier. Decisions take longer, and small issues just seem bigger.
- Business Growth

Busy Isn’t Strategic: Why Fragmented Time Is the Silent Killer of Advisor Growth
You know your business has more potential. But instead of working on your business, you’re stuck reacting inside it.
- Retirement & Income Planning

Retirement Isn’t the End Goal—It’s a New Beginning (If You’re Ready for It)
Help clients move from simply retired to truly thriving, this conversation will teach you how to guide clients through the non-financial side of retirement
- Business Growth

4 Pillars of the Ultimate Discovery Meeting
Delivering and conducting the ultimate discovery meeting requires more than focusing on just the meeting itself, the questions you ask, the data you gather
