Most boutique firms strive to raise more funds and stay ahead of market trends. But they lack one key ingredient that the bigs have in their back pockets– behavioral finance expertise.

Today, Brendan Frazier, Chief Behavioral Officer of the $4B RIA platform RFG Advisory, is here to level the playing field.

Listen in as he and Stacy discuss:

• The unique challenges boutiques face when raising capital
• How to tap into the human psyche to raise more funds and land more meetings
• A behavioral finance deep dive: why certain sales tactics hit different for small shops
• How your fear of hearing ‘no’ could be sabotaging your firm’s growth

About Brendan Frazier:

Brendan Frazier is the Chief Behavioral Officer at RFG and the host of The Human Side of Money podcast, where he helps advisors and their clients master the emotional and psychological side of money. After starting his career as a consultant to financial advisors around the country, he started his own advisory business and was twice named one of Investopedia's Top 100 Financial Advisors in the U.S. Most recently, he built a global training platform for financial advisors to develop the behavioral, psychological, and emotional skill set required to serve clients at the highest level. When he's not diving into the latest behavior and psychology research, he is spending time with his wife, Shannon, and two sons, Brooks and Shepherd. And, he welcomes all unsolicited advice on how to successfully raise two boys.

Resources Mentioned in This Episode:

Songs: Tyler Hubbard - Dancin’ In The Country (Official Music Video)

Books: You're Not Listening: What You're Missing and Why It Matters by Kate Murphy, Essentialism: The Disciplined Pursuit of Less by Greg McKeown

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