Brendan Frazier - 10 Rules for Human-First Financial Advice
Standard Deviations with Dr. Daniel Crosby
English - June 01, 2023 04:00 - 52 minutes - 47.8 MB - ★★★★★ - 102 ratingsEducation invesment how to invest dr. daniel crosby behavioral finance fintech daniel crosby befi behavioral economics investor psychology investor emotion Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Tune in to hear:
- What makes up Brendan’s list of the 10 guiding principles of financial psychology?
- Brendan says that “goals shift, but values persist.” What does he mean by this and how do we move from illuminating values to tying those back to specific goals?
- Brendan recently interviewed a “question expert” on his own podcast. What was the biggest takeaway from their conversation and how can we craft better questions?
- Brendan’s third tenant is that “the more vivid your future, the more likely the behavior change.” How can we make our future selves more salient and vivid?
- Reflective listening, where you hear your words spoken back to you, has a lot of benefits. How can advisors take advantage of this phenomenon without merely parroting back what their client’s are expressing?
- Why are discovery meeting recap emails so important and what should they look like?
- How can advisors “move from being an advice giver to being a thinking partner?”
- In an industry so focused on the present day and the future, why is looking back on the past so important? What impact might this have on individual investor behavior?
- What does Brendan consider to be the most important skill in financial advice?
https://www.wiredplanning.com
https://podcasts.apple.com/us/podcast/the-human-side-of-money
Compliance Code: 1112-OAS-4/19/2023