The Efficient Advisor: Tactical Business Advice for Financial Planners

140: Better Financial Planning Through Emotional Intelligence with Brendan Fraizer

10.03.2023 - By Libby GreiwePlay

Download our free app to listen on your phone

Download on the App StoreGet it on Google Play

In the world of finance, the behavioral aspect plays a crucial role. It's an aspect that often goes unnoticed but can significantly impact the relationship between a financial advisor and their clients. In this episode, I am joined by Brendan Frazier, a seasoned consultant to financial advisors turned financial planner, to discuss this fascinating correlation and how it affects financial planning.Brendan embarked on a journey to explore the emotional dynamics in financial planning after ...

More episodes from The Efficient Advisor: Tactical Business Advice for Financial Planners