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#237 Brendan Frazier
Manage episode 511203014 series 1398082
Founder of Wired Planning and Host of The Human Side of Money Podcast. He talks about specialising your advice, with a focus on clients' hopes, goals and dreams. He also covers what questions advisers should be asking, and how to get clients to actually follow the advice they've been given.
Brendan Frazier LinkedIn: https://www.linkedin.com/in/brendanfrazier/ Wired Planning Website: https://www.wiredplanning.com/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
1118 에피소드
Manage episode 511203014 series 1398082
Founder of Wired Planning and Host of The Human Side of Money Podcast. He talks about specialising your advice, with a focus on clients' hopes, goals and dreams. He also covers what questions advisers should be asking, and how to get clients to actually follow the advice they've been given.
Brendan Frazier LinkedIn: https://www.linkedin.com/in/brendanfrazier/ Wired Planning Website: https://www.wiredplanning.com/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
1118 에피소드
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