The Future of Financial Advice Starts with Great Questions
Jan 30, 2026
The most powerful tool in financial advice is asking questions, not looking at spreadsheets.
In this episode of Get Ready Before Life Happens Podcast, I sat down with Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to explore how empathy, curiosity, and human connection will shape the future of financial advice.
💡 Key Takeaways:
🔹 The intersection of the technical side and the human side is the future of financial advice
🔹 Empathy and emotional intelligence are our true advantages over technology
🔹 Asking better questions leads to better outcomes
🔹 A great question without listening is no longer a great question
🔹 Money is a tool that funds the things in life that are important to you
🔹 The best advisors focus on the person, not just the numbers
🎥 Watch this episode below:
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🎧 Listen to the podcast below or on your favorite podcast app.
Connect with Brendan Frazier:
Podcast:
- The Human Side of Money Podcast (here)
Bio:
Brendan Frazier is the Chief Behavioral Officer at RFG Advisory, the host of The Human Side of Money podcast, a keynote speaker, and was twice named one of Investopedia’s Top 100 Financial Advisors. He has built global training programs to help advisors around the world learn how to leverage behavior, psychology and communication principles on the path to mastering the human side of advice.