Financial decisions aren’t just about numbers—they’re deeply human. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brendan Frazier of RFG Advisory for an eye-opening episode on how behavioral finance can make you a better marketer, communicator, and advisor.
Brendan will break down how understanding your client’s brain (and your own) can lead to stronger relationships and smarter strategy.
➡️ How biases impact client decisions—and what to do about it
➡️ Tips for building trust using behavioral insights
➡️ How to apply behavioral finance to marketing and messaging
➡️ Mindset tools for advisors navigating emotional or high-stakes conversations
✨ Brought to you by the Financial Planning Association (FPA)