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Join Ashley and Brendan Frazier, host of The Human Side of Money podcast, for a conversation about review meetings and why they matter more than many advisors realize.

Brendan explains the difference between reactive and proactive review meetings and talks about where review meetings can fall flat, especially when the meeting becomes a routine check-in instead of a chance to understand the client better, celebrate progress, and reconnect with what matters most. Brendan also explains why clients usually do not leave because of performance. They often leave because of communication breakdowns or because they no longer feel understood.

Episode Highlights:

• The difference between reactive and proactive review meetings
• Why review meetings are the anchor of the client experience
• Where traditional review meetings often fall short
• How to help clients reflect on progress
• Why satisfied clients are not always engaged clients
• How to relearn who your clients are as their lives change
• The four R’s of stronger review meetings: reflect, reassure, recalibrate, and reimagine

This conversation is for financial advisors who want review meetings to feel less routine and more useful for the client. Tune in for a clear way to rethink the meeting so clients leave feeling heard, understood, and clear about where they are going next.

RESOURCES AND GUEST INFORMATION

Brendan Frazier helps financial advisors master the human side of advice. As host of The Human Side of Money podcast, he explores how psychology, behavior, and emotion shape financial decisions. A former advisor, Investopedia Top 100 Financial Advisor, founder of Wired Planning, and Chief Behavioral Officer, Brendan helps advisors strengthen client conversations and relationships through behavioral science. He lives with his wife, Shannon, and their three children.

Connect with Brendan Frazier:

• The Human Side of Money Podcast
• LinkedIn
• Website
• The Ultimate Review Meeting course - get $100 off with this link!
• E50. What Is the Human Side of Money? A 50th Episode Conversation with Brendan Frazier

Connect with Host Ashley Quamme:

• Podcast Website: https://www.planningandbeyond.com
• LinkedIn: https://www.linkedin.com/in/ashley-quamme
• Beyond the Plan®: https://www.beyondthefp.com
• Monthly Newsletter: https://www.beyondthefp.com