Tag Archives: Wallet Share


Ep 84: Why Settle for “Satisfied” Clients? — Brendan Frazier on the Value of Emotional Connection

Provide good numbers and exceptional service and you’ll have a satisfied client. Create a personal connection, and you may be surprised at the results. 

In this episode, Laura Gregg and David Partain speak with financial advisor Brendan Frazier, founder of Wired Planning and host of The Human Side of Money podcast. Brendan offers three simple steps to help you exceed mere ‘satisfaction’ in your client relationships. 

Brendan discusses: 

  • Why customer satisfaction is no longer enough 
  • A new 80/20 rule that can bring immediate results 
  • The striking benefits of emotionally connected advisor/client relationships
  • And more


Connect With Brendan Frazier:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Brendan Frazier is the founder of Wired Planning and the host of The Human Side of Money podcast. Recently named a top-100 financial advisor by Investopedia, Brendan helps advisors enhance the trajectory of their businesses through more meaningful client interaction.


Ep 79: The Rules Have Changed! How to Get More From Clients – With Bev Flaxington

What makes “The Ask” so awkward and even counterproductive? 

FlexShares recently surveyed high-net-worth investors across the country to better understand what drives their decision to allocate assets to and among advisors. The results are in, and they provide some valuable insight. 

In this episode, Laura Gregg and David Partain talk with Beverly Flaxington, Human Behavior Coach, a three-time bestselling author, and Founder of The Collaborative. They discuss how advisors can better understand their clients motivations to build trust and better manage their experience. 

Beverly discusses: 

  • Five unique client personas 
  • How adapting your strategies by persona can result in getting more of their wallet
  • The potential shortfall of the 80/20 rule 
  • A common, mistaken assumption advisors make with clients 
  • And more


Connect With Beverly Flaxington:

Connect With Laura Gregg: 

Connect With David Partain: 

About Our Guest:

For the last 17 years Beverly has worked as a corporate consultant. She is also an adjunct professor at Suffolk University currently teaching “Leadership and Social Responsibility”, a course which uses her trademarked change model. She has previously taught “Small Business Management”, “Organizational Behavior” and “Dealing with Difficult People”, a course she created for the University. Beverly is a Certified Hypnotist, Certified Hypnosis Trainer, Reiki Master Attunement Practitioner, Certified Professional Behavioral Analyst (CPBA) and Certified Professional Values Analyst (CPVA). She uses the DISC and PIAV tools frequently in her work with individuals and organizations. Bev holds a BSBA and an MBA from Suffolk University.

She is an expert in human behavior and change management, sales, marketing, stress management, hypnosis, time management, life and career change, teambuilding, communication and business building.

Beverly D. Flaxington is the author of 30 Days to Understanding Other People: A Daily Approach to Improving Your Relationships and Understanding Other People: The Five Secrets to Human Behavior, which won the gold award from Readers Favorite for best new book on relationships. She is also an author of four other books focused on creating change and improvement as a financial advisor.