Between Now and Success
348 episodes - English - Latest episode: 18 days ago - ★★★★★ - 104 ratingsHost Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Belay" as we climb the summit to success together.
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Episodes
How to Ask Better Questions to Uncover Your Client’s Values and Motivations and Drive Desired Behavior with Dr. Elliot Berkman
February 12, 2018 20:07 - 52 minutes - 49 MBMy guest today, Dr. Elliot Berkman, is a tenured Associate Professor of Psychology at the University of Oregon, where he directs the Social and Effective Neuroscience Laboratory and conducts field-leading, federally-funded research on goals, motivation, and behavior change. He's also the Associate Director of the Center for Translational Neuroscience, and an author who writes about psychology and neuroscience for lay audiences, including in Psychology Today. We talk about the concept of the ...
How to Build Your Ideal Tech Stack for Improved Efficiency and Client Experience with Matt Sonnen
January 29, 2018 06:23 - 1 hour - 66.6 MBWith the accelerating pace of technological change, how can you be sure you are making the right technology choices? What should your tech stack look like? One of the biggest changes in the financial advisory business over the past 10 years or so has been the rise of technology. Now, of course, technology has always been a part of the business -- as anyone who, like me, struggled with Advent Access performance reports in the 1990s can attest. But the accelerated rate of technology change i...
How to Build Your Ideal Tech Stack for Improved Efficiency and Client Experience
January 29, 2018 06:23 - 1 hour - 66.6 MBWith the accelerating pace of technological change, how can you be sure you are making the right technology choices? What should your tech stack look like? One of the biggest changes in the financial advisory business over the past 10 years or so has been the rise of technology. Now, of course, technology has always been a part of the business -- as anyone who, like me, struggled with Advent Access performance reports in the 1990s can attest. But the accelerated rate of technology change i...
How This RIA CEO Built His Business To Run Without Him For A Year
January 15, 2018 20:56 - 1 hour - 54.3 MBHow long could your business survive without you? For financial advisors, I think that’s really two questions in one. Part one is a question of scale. Part two is a question of how you want to connect with your clients, build a sense of community, and run a modern advisory practice. Brighton Jones is one of the top fee-only wealth management companies in the country, and one of Washington’s 100 Best Companies to Work For seven years in a row. Brighton Jones also placed on Barron’s List o...
How Jon Jones Built RIA Brighton Jones To Run Without Him For A Year
January 15, 2018 20:56 - 1 hour - 54.3 MBHow long could your business survive without you? For financial advisors, I think that’s really two questions in one. Part one is a question of scale. Part two is a question of how you want to connect with your clients, build a sense of community, and run a modern advisory practice. Brighton Jones is one of the top fee-only wealth management companies in the country, and one of Washington’s 100 Best Companies to Work For seven years in a row. Brighton Jones also placed on Barron’s List o...
My 3 Words for 2018
January 01, 2018 07:42 - 21 minutes - 24.7 MBIf you could come up with 3 words for this year, that would drive your actions and keep you on track to make this your best year ever, what would those 3 words be? For several years now, I’ve begun the year by identifying 3 words that will set the course, give me direction, and totally excite me as I move through the year. I write these words at the top of my Daily Focus sheet and look at them daily throughout the year. The premise is simple. Pick 3 words that motivate you, remind you, a...
How to Get Your Clients to Change Their Behavior--And Stick With It
December 19, 2017 20:20 - 59 minutes - 57.5 MBPeople often times know what they need to do to reach their goal, or know what the “right decision" is, but they still don’t do it. It’s that old knowing-doing gap idea. And much of the popular literature about how to create better habits and change your behavior, are, unfortunately, based on weak science. The good news is, there is solid scientific research on how to change behavior and stick with this new behavior...and we're going to discuss it in today's podcast. My guest, Sean Young...
How to Get Your Clients to Change Their Behavior--And Stick With It with Dr. Sean Young
December 19, 2017 20:20 - 59 minutes - 57.5 MBPeople often times know what they need to do to reach their goal, or know what the “right decision" is, but they still don’t do it. It’s that old knowing-doing gap idea. And much of the popular literature about how to create better habits and change your behavior, are, unfortunately, based on weak science. The good news is, there is solid scientific research on how to change behavior and stick with this new behavior...and we're going to discuss it in today's podcast. My guest, Sean Young...
Cryptocurrency, Bitcoin, ICOs, Blockchain: What Should Advisors Do?
December 04, 2017 19:31 - 1 hour - 62.3 MBCan I interest you in my new cryptocurrency, BelayCoin? You can use BelayCoin to pay for the services of my company, and every transaction is verified and recorded in the Ethereum blockchain. And over time, the value of BelayCoin may rise to reflect how in-demand my services are. Now, don’t go running for your credit cards – I’m just kidding. I haven’t actually set up a system like this. But if I did, would I be crazy, or ahead of the curve? On today's show, I sit down with Jim Dowd to...
Schwab Top Advisor Panel: What Decades of Experience Can Tell Us About Thriving in the Future
November 27, 2017 17:10 - 1 hour - 72.5 MBIn the last 35 year, we’ve seen the following happen in the financial markets. The beginning of the great bull market in August 1982. The stock market crash on October 19, 1987. The technology bubble of 1995 – 2000. The bear market of 2000 – 2002. The real estate bubble of 2002 – 2007. The Great Recession of 2007 – 2009. The amazing, low-volatility bull market of 2009 – today. Two leading financial advisors have been through it all and on today’s podcast, we come to you live fr...
Ross Levin on "I-You" Relationships, Excelling in the “Slow Things,” and Building an Impactful RIA
November 20, 2017 21:07 - 1 hour - 55.7 MBImagine you’re sitting down with a potential new client for the initial discovery meeting. What do you see sitting across from you? Unfortunately, many advisors see a “prospect,” “dollar signs,” or perhaps “a million-dollar account.” The philosopher Martin Buber called this an “I-It Relationship,” in which one person objectifies the other. On today's show, Ross Levin explains the importance of "I-You" relationships, how to master the "slow things," and the story behind building one of th...
Seth Streeter on His Evolution From Managing Money to Redefining Wealth for Himself, Clients, and Staff
November 06, 2017 20:53 - 1 hour - 55.3 MBFinancial advisors have a unique opportunity to make a real, immediate impact on people's lives -- if they're willing to break away from the old model that's only interested in improving return on investments. On today's show, RIA leader Seth Streeter explains how his firm not only delivers a first-class planning experience, but also helps their top clients "redefine wealth" and develop their "inspired life purpose." Seth Streeter is the CEO and founder of Mission Wealth, a leading wealt...
Former LPL CEO Mark Casady Shares Lessons From the C-Suite
October 23, 2017 19:43 - 57 minutes - 49.2 MBMark Casady had a front row seat on the massive changes hitting our industry over the past 15 years of his tenure at LPL. Now that he's "retired," we discuss his career and the lessons he learned. During his 30-plus years in financial services, Mark likes to think his job was to be a classic "change agent." As chairman of the board and CEO for LPL Financial, Mark led the company through its IPO and grew it into the fifth largest brokerage firm in the United States. Today, you might say Mar...
Advising Clients on How Their Money Integrates With Their Life with Kurt Rossi
October 16, 2017 17:04 - 55 minutes - 51.4 MB"Compassionate" isn't necessarily the first word that springs to mind when you think about the traditional financial planning model. But that's just another way that the old model is outdated. The shift in our industry from Return on Investment to Return on Life requires a new conversation between advisors and clients. Understanding your clients as people -- their goals, their fears, their perspectives, where they come from, where they want to go -- is the new step one in the discovery pro...
Advising Clients on How Their Money Integrates With Their Life
October 16, 2017 17:04 - 55 minutes - 51.4 MB"Compassionate" isn't necessarily the first word that springs to mind when you think about the traditional financial planning model. But that's just another way that the old model is outdated. The shift in our industry from Return on Investment to Return on Life requires a new conversation between advisors and clients. Understanding your clients as people -- their goals, their fears, their perspectives, where they come from, where they want to go -- is the new step one in the discovery pro...
3-Time Olympic Medalist Lauryn Williams on "Winning" in Business, Life and Financial Planning
October 01, 2017 22:27 - 56 minutes - 52.2 MBYou can get the mechanics of a financial plan right, but if you miss the "life" part, you're shortchanging your clients. A financial plan is a tool to help your clients live a happier, more fulfilling life. Consumers can easily get their money managed through the big national brands like Vanguard, Schwab, TD Ameritrade, Fidelity, and the Robo Advisors, without your help. A key value an advisor adds is in helping clients create a thoughtful financial plan, and understanding how they can use...
Essential Success Tips for Young Advisors From "40 Under 40" Honoree Hannah Moore
September 18, 2017 18:44 - 55 minutes - 51 MBCuriosity. The best advisors have it. Hannah Moore's curiosity has led her down many roads and in today's podcast, she shares what she's learned about structuring the client meeting process, creating client personas, blogging to "just one person," using three words to define your business, succession planning, and much more. My guest today, Investment News "40 under 40" honoree Hannah Moore, is an expert on charting a course from young advisor to successful RIA. Hannah is a CFP® and owner ...
Use Sten Morgan's "7 Mindsets" to Accelerate Your Firm's Growth
September 03, 2017 17:53 - 58 minutes - 81 MBHow do you go from a struggling, cash-strapped RIA to running a fast-growing, profitable top firm? Adopt Sten Morgan's 7 Mindsets and you'll be on your way. As the founder of Legacy Investment Planning, Sten Morgan has lived that dream, and overcome the obstacles that go with it. Sten was recently named one of the “40 Under 40” by Investment News, and his new book, “7 Mindsets of Success,” challenges entrepreneurs to change their mindsets, and see their businesses, and the world, different...
Here's How Multibillion-Dollar RIA Firm Advice Period is Reinventing Wealth Management with Larry Miles
August 20, 2017 22:26 - 1 hour - 84.4 MBBy rethinking every aspect of how to price and deliver wealth management, AdvicePeriod has gone from a startup just a few years ago, to more than $6 billion in assets under advisement. We go under the hood to learn exactly how they did it. They're not shy about stating their take on the financial advisory business. "We're reinventing wealth management. The old model is totally outdated," says the bold headline at the top of their website. My guest today, Larry Miles, is a Principal and s...
Here's How Multibillion-Dollar RIA Firm Advice Period is Reinventing Wealth Management
August 20, 2017 22:26 - 1 hour - 84.4 MBBy rethinking every aspect of how to price and deliver wealth management, AdvicePeriod has gone from a startup just a few years ago, to more than $6 billion in assets under advisement. We go under the hood to learn exactly how they did it. They're not shy about stating their take on the financial advisory business. "We're reinventing wealth management. The old model is totally outdated," says the bold headline at the top of their website. My guest today, Larry Miles, is a Principal and s...
Surprising Insights From Schwab's RIA Benchmarking Study With Guest Jon Beatty
August 06, 2017 21:00 - 32 minutes - 29.4 MBThe latest RIA Benchmarking Study from Charles Schwab contains surprising insights and contradicts some common industry beliefs. I always look forward to Schwab's annual Benchmarking Study because it's full of data that I enjoy digging into to uncover the health of our industry. This year's report is no exception as it contains some nuggets that may surprise you. On today's show, Jon Betty, Charles Schwab's Senior Vice President of Advisory Services, joins me to sort through the results ...
Former United Capital CMO Gail Graham on Today's Best Marketing Strategies
July 23, 2017 20:52 - 1 hour - 66.8 MBGail Graham is one of those rare people who have worked in the top echelon of two major companies--Fidelity Investments and United Capital--and helped shaped their strategies that led to massive growth and industry accolades. Today, Gail is the founder of Graham Strategy, and works with companies to figure out where the gaps are between their strategy and how they're running their company. On today’s show, Gail and I discuss the evolution of advisor marketing and offer some advice on how...
How to Identify the Wealth-Building Habits of the New "Millionaires Next Door"
July 09, 2017 19:41 - 1 hour - 55.4 MBThe science of wealth is in Sarah Fallaw’s DNA. Her father, the late Dr. Thomas Stanley, literally wrote THE book on how and why affluent people accumulate wealth, "The Millionaire Next Door" (1996). Today, Sarah is using her doctorate in applied psychology to create analytics and metrics that carry on Dr. Stanley’s study of wealth-building habits at the company she founded, DataPoints. The proprietary assessment technology Sarah has developed can analyze individual wealth behaviors and reve...
How to Identify the Wealth-Building Habits of the New "Millionaires Next Door" with Sarah Fallaw
July 09, 2017 19:41 - 1 hour - 55.4 MBThe science of wealth is in Sarah Fallaw’s DNA. Her father, the late Dr. Thomas Stanley, literally wrote THE book on how and why affluent people accumulate wealth, "The Millionaire Next Door" (1996). Today, Sarah is using her doctorate in applied psychology to create analytics and metrics that carry on Dr. Stanley’s study of wealth-building habits at the company she founded, DataPoints. The proprietary assessment technology Sarah has developed can analyze individual wealth behaviors and reve...
Move Over Digital Advisor, People Really Want More Human and Analog Experiences with David Sax
June 21, 2017 19:29 - 1 hour - 56 MBThe resurgence of analog products in our digital advisor world has profound implications for both consumers and businesses, which author David Sax details in his new book, “The Revenge of Analog: Real Things and Why They Matter.” As financial advisors get caught up in trying to “digital advisor everything,” it’s important to remember that there are many times when human to human contact is the best strategy to please the client and deliver the best client experience. On today’s podcast, ...
Move Over Digital Advisor, People Really Want More Human and Analog Experiences
June 21, 2017 19:29 - 1 hour - 56 MBThe resurgence of analog products in our digital advisor world has profound implications for both consumers and businesses, which author David Sax details in his new book, “The Revenge of Analog: Real Things and Why They Matter.” As financial advisors get caught up in trying to “digital advisor everything,” it’s important to remember that there are many times when human to human contact is the best strategy to please the client and deliver the best client experience. On today’s podcast, ...
Vestorly's Justin Wisz on How Data Driven Content Can Transform Your Firm's Marketing
June 07, 2017 20:18 - 42 minutes - 39.8 MBIf you're still stuffing mailers, making cold calls, and tweeting the occasional Warren Buffet interview to a handful of followers, it's time to upgrade your marketing strategy and let data driven content drive some foot traffic through your front door. On today's show, Justin Wisz, the co-founder and CEO of Vestorly, talks about how automated content and advanced AI can provide "delightful digital experiences" that will engage your client base beyond their balance sheets and, potentially,...
Stephanie Sammons on Starting a New RIA With 20 Years of Experience to Draw On
May 18, 2017 01:58 - 1 hour - 90.8 MBWhat if you had more than 20 years of financial services experience, then decided to start over and build a new RIA from scratch? Do you think you could take those decades of experience and build a new RIA in tune with the times? That's exactly what Stephanie Sammons is doing with her new RIA, SammonsWealth. Talk about a multi-hyphenate: Stephanie Sammons is the Founder and CEO of SammonsWealth, a best-selling author, a Certified Financial Planner, a speaker, a business coach ... and a sin...
RIA CEO Michael Nathanson on How to Be a Real Leader That Gets Results
May 03, 2017 18:24 - 1 hour - 74 MBMichael Nathanson is the chairman, CEO, and president of the Colony Group, a multi-billion dollar wealth management company with offices across the United States. But Michael thinks his most important title is one that isn't listed on his business card: CIO. "I sometimes joke that I'm CIO of this organization -- the Chief Inspiration Officer," says Michael. "I consider that to be one of my top functions. What's the key to our success? It's to attract, develop, engage and retain the best pe...
Dynasty's Shirl Penney on How RIAs Can Stay Independent and Grow Their Businesses
April 19, 2017 15:54 - 1 hour - 60 MBThere's never been a more exciting time to be a financial advisor, or a more challenging one. The Baby Boomer generation is keeping advisors busy as they age into retirement. A new generation of internet-savvy millennials is beginning to consider their investment opportunities. Competition is everywhere. Technology is both disrupting the RIA landscape, and giving advisors new opportunities to retool and expand their businesses, while staying independent. Dyanasty Financial Partners is one ...
Top RIA leader Matt Cooper on the shifting trends in the RIA market
April 01, 2017 23:26 - 53 minutes - 48.8 MBAs the co-founder of multi-billion dollar RIA Beacon Pointe in Newport Beach, CA, Matt Cooper has a unique, in the trenches view of trends that are sweeping the financial advisory industry, on both the client and advisor side. In addition to his original, $7-billion-plus RIA, Matt founded a sister company, Beacon Point Wealth Advisors, which partners with smaller RIAs around the country so they can enjoy the benefits of working with a larger firm. Beacon Point Wealth Advisors includes eigh...
Top advisor Erin Botsford on building her Seven Figure Firm
March 18, 2017 19:58 - 1 hour - 60.8 MBErin Botsford is one of the top financial advisors in the country. She is the founder and CEO of the Botsford Financial Group, which has nearly $1 billion in assets under management. She has appeared on Barron’s list of the Top 100 Women Financial Advisors and Top 100 Independent Financial Advisors multiple times. And she’s also an author who just released her second book, “Seven Figure Firm.” But maybe more impressive than Erin’s resume is the hardship she had to overcome to get where sh...
How to Have "Better Conversations" With BMO's Ben Jones
March 03, 2017 20:10 - 1 hour - 63.9 MBOnce upon a time, financial planners met with clients annually, showed them a printout of how all their investments were performing, shook hands, and moved on to the next annual appointment with the next client. Smart advisors know those days are over. Many investors are already monitoring their portfolio online, often for free. Fees are compressing across the financial advisory industry. A younger, more connected, generation is starting to decide how much money, and how much spare time, ...
How to Adapt Donald Trump’s Persuasion Techniques to Add More Clients--Ethically
February 14, 2017 03:23 - 23 minutes - 24.7 MBWhatever you think about Donald Trump, it’s hard to deny his masterful use of persuasion and branding techniques to win over a specific segment of the electorate that propelled him to the White House. Here are six key strategies Donald Trump used in his campaign and how you can adapt them to your business.
Savant Capital's Brent Brodeski On Going From $0 to $5 Billion in AUM
January 30, 2017 15:37 - 55 minutes - 55.7 MBImagine walking into a doctor’s office with a bad cough and walking out on crutches, still coughing. That’s how Brent Brodeski saw the client experience of financial advisory in 1992 when he co-founded Savant Capital Management in Rockford, IL. “It was kind of like going to the general practitioner, you get a checkup, and he wrote prescriptions and sent people on their way,” said Brent. “And people take that prescription and imagine the pharmacist saying, ‘No, I’m going to sell you this wo...
15 non-obvious trends that will give you an unfair advantage
January 14, 2017 00:58 - 51 minutes - 46.9 MBNobody can accurately and consistently predict the future but by observing and curating ideas, you can uncover accelerating trends, see things other people miss, and position your business to profit from these upcoming opportunities. In 1982, John Naisbitt wrote a book called Megatrends. It became a huge bestseller and he made the term "high tech high touch" a household phrase that we still use today. Unfortunately, Naisbitt's trends were so big and unfolded over decades that they weren'...
15 non-obvious trends that will give you an unfair advantage with Rohit Bhargava
January 14, 2017 00:58 - 51 minutes - 46.9 MBNobody can accurately and consistently predict the future but by observing and curating ideas, you can uncover accelerating trends, see things other people miss, and position your business to profit from these upcoming opportunities. In 1982, John Naisbitt wrote a book called Megatrends. It became a huge bestseller and he made the term "high tech high touch" a household phrase that we still use today. Unfortunately, Naisbitt's trends were so big and unfolded over decades that they weren'...
My 3 words for 2017
January 01, 2017 09:00 - 17 minutes - 16.7 MBCould 3 words be the difference between success and failure for you over the next 12 months? The recent presidential election proved once again that words are powerful. The words that we use, the language that we use has the ability to move people to take action. For several years now, I’ve taken this idea of “words are powerful’ and completed an exercise that I want to share with you. The exercise is this, “Identify 3 words that would set the course, give you direction, and totally exci...
Caterpillar Exec Ed Rapp on leadership lessons and staying strong against tough odds
December 14, 2016 21:43 - 58 minutes - 51.4 MBIf you don’t plan your personal life with the same rigor and discipline you do your professional life, your personal life will suffer, says Ed Rapp. As a Group President and former CFO for Caterpillar, Inc. during the financial crisis, Ed was a high-level, globe-trotting senior executive who never forgot the importance of keeping family front and center. Ed and I go back more than 30 years when we worked together at Caterpillar. I left after a few years to go to grad school while Ed quickl...
Key insights from my 10 most popular podcasts in 2016
December 05, 2016 16:00 - 27 minutes - 27.6 MBI just finished my second year of podcasting and the numbers are in. Here are my 10 most popular podcasts for 2016 based on downloads along with a key idea shared on each episode. Grab some coffee and a notepad. It'll spark some ideas.
How to close the 70bps gap in your value
November 08, 2016 01:03 - 33 minutes - 18 MBYour business is under assault from Robo Advisors, technology disruption, Vanguard and Schwab’s low-cost call-center programs, the DOL rule, flat markets, and clients who are scrutinizing fees more closely than ever before. Ask yourself… How will you continue to add value in an industry that faces competitive threats and shrinking margins? How will you ensure clients don’t fire you if the financial markets experience years of flat to declining returns? Business as usual will lead to a st...
Anthony Scaramucci on the jagged line of entrepreneurial success, DOL Rule, and politics
November 03, 2016 16:36 - 55 minutes - 45.9 MB"If you want to be an entrepreneur, you have to get comfortable with the notion of failing. Once you get completely comfortable with the idea that you're going to fail, what ends up happening is you build this resistance up and you start to think more clearly," says Anthony Scaramucci. Today's guest, Anthony Scaramucci, is the founder and managing partner of the $12.5 billion alternative investment firm SkyBridge Capital, the host of "Wall Street Week" on Fox Business, and a frequent contr...
Most advisors are missing this surprising opportunity
October 29, 2016 16:27 - 36 minutes - 51.3 MBShockingly, you might be able to generate more alpha for your clients by helping manage their career than you can from investing or financial planning. Today's guest, Michael Haubrich, CFP®, created the concept of "career asset management" as a way to help add additional value to his clients using an asset that is typically neglected by financial advisors. The idea is by helping clients manage their career and earning potential, you can not only help them earn more money, but you can als...
Most advisors are missing this surprising opportunity with Michael Haubrich
October 29, 2016 16:27 - 36 minutes - 51.3 MBShockingly, you might be able to generate more alpha for your clients by helping manage their career than you can from investing or financial planning. Today's guest, Michael Haubrich, CFP®, created the concept of "career asset management" as a way to help add additional value to his clients using an asset that is typically neglected by financial advisors. The idea is by helping clients manage their career and earning potential, you can not only help them earn more money, but you can als...
Exploring Advice: How to know if you're delivering good advice and quality plans
October 20, 2016 11:00 - 47 minutes - 43.2 MBHow would you answer these three questions about exploring advice? What is the definition of good advice? What is the definition of a quality financial plan? What does it mean to be a fiduciary? Kevin Knull, the president of PIEtechSM, Inc., (parent company of MoneyGuidePro financial planning software) asked those three questions to an audience of financial and wealth management leaders and basically got blank stares in response. Dismayed, he decided to reach out to thought leaders a...
Exploring Advice: How to know if you're delivering good advice and quality plans with Kevin Knull, Tricia Rothschild, Frank McAleer
October 20, 2016 11:00 - 47 minutes - 43.2 MBHow would you answer these three questions about exploring advice? What is the definition of good advice? What is the definition of a quality financial plan? What does it mean to be a fiduciary? Kevin Knull, the president of PIEtechSM, Inc., (parent company of MoneyGuidePro financial planning software) asked those three questions to an audience of financial and wealth management leaders and basically got blank stares in response. Dismayed, he decided to reach out to thought leaders a...
SheCapital founder Tina Powell on the 'how' and 'why' of starting a Robo-Advisor
October 14, 2016 10:54 - 56 minutes - 52 MBShould RIAs offer an automated investing Robo-Advisor service? What are the pros and cons? How should you price the service? Will it cannibalize your existing clients? In today's show, Tina Powell and I discuss how she launched automated investing Robo-Advisor SheCapital and why they kept it separately branded from the large RIA that she was affiliated with. We also discuss the difficulties in gaining traction with a Robo-Advisor and how that led to her shutting down SheCapital after just ...
Clients don't care very much about their financial advisor's digital technology
October 07, 2016 09:30 - 30 minutes - 31.2 MBIt appears clients care much less about their advisor's digital technology than advisors do. The financial services industry spends a lot of time talking about technology and there are thousands of companies around the world and tens of billions of dollars being invested in financial technology or FinTech companies to enhance the digital offering. Yet, when you ask clients of financial advisors how important all this technology is, you get a surprising answer. In today's show, I discuss ...
How to improve investment performance by reducing behavioral investing mistakes
October 01, 2016 02:47 - 38 minutes - 35.4 MBI believe financial advisors can add the most value to their clients in the areas of financial and life planning, and not as much in the investment management area. I also understand that you can't forget about the investment side. In today's conversation, we discuss how to improve your investment performance by overcoming some of the behavioral investing mistakes that are so easy for all of us to make. My guest is Daniel Crosby, Ph.D. Daniel is a psychologist, a behavioral investing exp...
How to improve investment performance by reducing behavioral investing mistakes with Daniel Crosby
October 01, 2016 02:47 - 38 minutes - 35.4 MBI believe financial advisors can add the most value to their clients in the areas of financial and life planning, and not as much in the investment management area. I also understand that you can't forget about the investment side. In today's conversation, we discuss how to improve your investment performance by overcoming some of the behavioral investing mistakes that are so easy for all of us to make. My guest is Daniel Crosby, Ph.D. Daniel is a psychologist, a behavioral investing exp...