151: The Psychology of Goals: 6 Ways Financial Advisors Can Help Clients Follow Through
Fri Jan 23 2026
Most of your clients’ financial planning goals don’t fail because they’re unrealistic. They fail because behavior hasn’t changed. In this episode, Brendan Frazier breaks down why clients struggle to follow through and achieve their most important financial goals and what Advisors can do to change that. If you want to help your clients maximize the likelihood of accomplishing their goals, you have to understand the psychology of goals.
In this episode, you’ll learn:
Why understanding motivation matters more than setting better goals
How clarity, confidence, and small wins increase follow-through
Why identity-based change leads to more sustainable client behavior
At RFG Advisory, our Chief Behavioral Officer, Brendan Frazier, helps Advisors improve prospecting, communication, and client relationships using proven behavioral frameworks that lead to sustainable growth.
Subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business → Click Here
Connect with Brendan Frazier:
RFG Advisory
LinkedIn: Brendan Frazier
Links to Additional Resources:
Blog Article: Busy Isn’t Strategic: How Time Fragmentation Sabotages Financial Advisor Growth
Downloadable Playbook: Reactive to Intentional: The Financial Advisor Playbook for Sustainable Growth
More
Most of your clients’ financial planning goals don’t fail because they’re unrealistic. They fail because behavior hasn’t changed. In this episode, Brendan Frazier breaks down why clients struggle to follow through and achieve their most important financial goals and what Advisors can do to change that. If you want to help your clients maximize the likelihood of accomplishing their goals, you have to understand the psychology of goals. In this episode, you’ll learn: Why understanding motivation matters more than setting better goals How clarity, confidence, and small wins increase follow-through Why identity-based change leads to more sustainable client behavior At RFG Advisory, our Chief Behavioral Officer, Brendan Frazier, helps Advisors improve prospecting, communication, and client relationships using proven behavioral frameworks that lead to sustainable growth. Subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business → Click Here Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Links to Additional Resources: Blog Article: Busy Isn’t Strategic: How Time Fragmentation Sabotages Financial Advisor Growth Downloadable Playbook: Reactive to Intentional: The Financial Advisor Playbook for Sustainable Growth