Brendan Frazier
Brendan Frazier is the founder of Wired Planning , the host of The Human Side of Money podcast , a keynote speaker, and was named one of Investopedia's Top 100 Financial Advisors. He's also the creator of The Ultimate Discovery Meeting , where he teaches advisors a framework for seamlessly converting prospects into clients in one meeting. Follow Brendan on LinkedIn . Learn more here .
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