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 step framework to help Financial Advisors confidently communicate a firm transition while maximizing client retention.

You’ll Learn:

• Why client attrition is as much emotional as it is financial

• How to communicate a firm transition so clients are retained and trust is protected

• The 5C Framework for communicating a firm transition with confidence

Additional Resources & Links:

Downloadable PDF: The 5C Framework

Learn More About RFG: www.rfgadvisory.com

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 financial goals and what Advisors can do to change that. If you want to help your clients maximize the likelihood of accomplishing their goals, you have to understand the psychology of goals.

In this episode, you’ll learn:

• Why understanding motivation matters more than setting better goals
• How clarity, confidence, and small wins increase follow-through
• Why identity-based change leads to more sustainable client behavior

At RFG Advisory, our Chief Behavioral Officer, Brendan Frazier, helps Advisors improve prospecting, communication, and client relationships using proven behavioral frameworks that lead to sustainable growth.

Subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business → Click Here

Connect with Brendan Frazier:

• RFG Advisory
• LinkedIn: Brendan Frazier

Links to Additional Resources:

• Blog Article: Busy Isn’t Strategic: How Time Fragmentation Sabotages Financial Advisor Growth
• Downloadable Playbook: Reactive to Intentional: The Financial Advisor Playbook for Sustainable Growth

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 can

implement into their business’ growth plan.

What You’ll Learn:

• Why generic “don’t worry” emails can backfire
• How a repeatable framework can help calm anxious clients
• How efficiency could harm the client experience
• How to deepen client trust between meetings

Learn more at www.rfgadvisory.com