As Chief Behavioral Officer at RFG Advisory, Brendan helps Advisors turn conversations about money into meaningful moments that shape brighter futures. Whether you've been an advisor for 40 years or 40 days, it's becoming obvious that the value of advice is evolving. It's no longer enough to construct a financial plan and build an asset-allocated portfolio. The future of advice is shifting towards:
- Building trust and connection throughout the process
- Unearthing values and emotions around money
- Changing behavior for the better
A realm of the relationship called the human side of money. But, advisors and planners across the world continue to state that the biggest barrier to implementing this skill set is the lack of training and resources to do so.
Brendan is the Host of The Human Side of Money podcast and Wisdom in Wealth video series. Whether he’s unpacking the psychology of financial decisions or helping clients understand how money and emotions are related, Brendan keeps it fresh, practical, and impactful.