<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2381993/open_sms">Text us to share what you found helpful!</a>In this episode, we talk with Brendan Frazier, Chief Behavioral Officer of RFG Advisory, about the mindset and skill set that advisors need to nail their prospect and discovery meeting. Brendan shares practical tips on how to quickly build trust from the first conversation as well as how to continue building on that trust in future meetings by actively listening, asking thoughtful questions, and showing genuine interest. The mindset and skills employed in these initial meetings help to create a safe and comfortable environment. Indirectly it answers clients' unspoken questions about trust and capability. Brendan offers additional techniques that advisors can use to create that safe environment. Techniques  like mirroring and summarizing can improve communication and build stronger client relationships, focusing on the human side of financial advising. This episode is jam packed with practical strategies that you can begin using and building on immediately.Connect with us below!<ul><li>Brendan Frazier on <a href='https://www.linkedin.com/in/brendanfrazier/'>LinkedIn</a></li><li><a href='https://podcasts.apple.com/us/podcast/the-human-side-of-money/id1509519096'>The Human Side of Money Podcast </a></li><li>Ashley Quamme on <a href='https://www.linkedin.com/in/ashley-quamme/'>LinkedIn</a></li></ul>Visit <a href='http://www.planningandbeyond.com'>Planning & Beyond</a>

Text us to share what you found helpful! In this episode, we talk with Brendan Frazier, Chief Behavioral Officer of RFG Advisory, about the mindset and skill set that advisors need to nail their prospect and discovery meeting. Brendan shares practical tips on how to quickly build trust from the first conversation as well as how to continue building on that trust in future meetings by actively listening, asking thoughtful questions, and showing genuine interest. The mindset and skills employed in these initial meetings help to create a safe and comfortable environment. Indirectly it answers clients' unspoken questions about trust and capability. Brendan offers additional techniques that advisors can use to create that safe environment. Techniques like mirroring and summarizing can improve communication and build stronger client relationships, focusing on the human side of financial advising. This episode is jam packed with practical strategies that you can begin using and building on immediately. Connect with us below!Brendan Frazier on LinkedInThe Human Side of Money Podcast Ashley Quamme on LinkedInVisit Planning & Beyond

<a href="https://www.buzzsprout.com/twilio/text_messages/2381993/open_sms" rel="noopener noreferrer">Text us to share what you found helpful!</a>In this episode, we talk with Brendan Frazier, Chief Behavioral Officer of RFG Advisory, about the mindset and skill set that advisors need to nail their prospect and discovery meeting. Brendan shares practical tips on how to quickly build trust from the first conversation as well as how to continue building on that trust in future meetings by actively listening, asking thoughtful questions, and showing genuine interest.&nbsp;The mindset and skills employed in these initial meetings help to create a safe and comfortable environment. Indirectly it answers clients' unspoken questions about trust and capability. Brendan offers additional techniques that advisors can use to create that safe environment. Techniques&nbsp; like mirroring and summarizing can improve communication and build stronger client relationships, focusing on the human side of financial advising. This episode is jam packed with practical strategies that you can begin using and building on immediately.Connect with us below!<ul><li>Brendan Frazier on <a href="https://www.linkedin.com/in/brendanfrazier/" rel="noopener noreferrer">LinkedIn</a></li><li><a href="https://podcasts.apple.com/us/podcast/the-human-side-of-money/id1509519096" rel="noopener noreferrer">The Human Side of Money Podcast&nbsp;</a></li><li>Ashley Quamme on <a href="https://www.linkedin.com/in/ashley-quamme/" rel="noopener noreferrer">LinkedIn</a></li></ul>Visit <a href="http://www.planningandbeyond.com" rel="noopener noreferrer">Planning &amp; Beyond</a>

9. Mindset & Skills for Nailing Your Prospect & Discovery Meeting with Brendan Frazier

Planning &amp; Beyond® transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting. Unlike traditional financial planning podcasts that focus primarily on technical aspects, Planning &amp; Beyond® explores the behavioral and psychological elements that shape client relationships. Through in-depth conversations with leading experts in behavioral finance, financial psychology, and financial therapy, you'll gain evidence-based strategies to navigate emotional client situations, build lasting trust, and create more meaningful relationships. Whether you're preparing for discovery meetings, helping clients through major life transitions, or looking to deepen client connections, you'll walk away from each episode with practical tools and confident approaches to enhance your practice. Join a community of advisors who understand that exceptional financial planning goes beyond the numbers. Topics include:<ul><li>Mastering discovery and prospect meetings</li><li>Navigating difficult money conversations</li><li>Understanding client psychology</li><li>Building trust and deepening relationships</li><li>Managing emotional client situations</li><li>Enhancing communication skills</li><li>Developing behavioral finance strategies</li><li>Supporting clients through life transitions</li></ul> New episodes release bi-weekly. Subscribe now to transform how you connect with clients.

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Planning & Beyond® transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting. Unlike traditional financial planning podcasts that focus primarily on technical aspects, Planning & Beyond® explores the behavioral and psychological elements that shape client relationships. Through in-depth conversations with leading experts in behavioral finance, financial psychology, and financial therapy, you'll gain evidence-based strategies to navigate emotional client situations, build lasting trust, and create more meaningful relationships. Whether you're preparing for discovery meetings, helping clients through major life transitions, or looking to deepen client connections, you'll walk away from each episode with practical tools and confident approaches to enhance your practice. Join a community of advisors who understand that exceptional financial planning goes beyond the numbers. Topics include:Mastering discovery and prospect meetingsNavigating difficult money conversationsUnderstanding client psychologyBuilding trust and deepening relationshipsManaging emotional client situationsEnhancing communication skillsDeveloping behavioral finance strategiesSupporting clients through life transitions New episodes release bi-weekly. Subscribe now to transform how you connect with clients.

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9. Mindset & Skills for Nailing Your Prospect & Discovery Meeting with Brendan Frazier

9. Mindset & Skills for Nailing Your Prospect & Discovery Meeting with Brendan Frazier

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