Philip Courtenay - Humans and Money
Standard Deviations with Dr. Daniel Crosby
English - March 21, 2024 04:00 - 47 minutes - 43.4 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
Previous Episode: Dr. Derek Griner - Compassion: Empathy in Action
Tune in to hear:
What did Philip’s research on the drivers of financial advice seeking uncover? Additionally, what might stand in the way of clients taking advice?What can the industry do to reduce economic barriers to entry for getting advice?What about reducing emotional barriers to entry for getting advice?What mistakes do advisors make when it comes to changing behavior and what could we be doing better as an industry?What is Philip’s “SHAPE” framework and how can it be applied to your business?Why might we be asking for referrals in the wrong way and what can we do to improve this?Philip breaks down client anxiety into two distinct categories. What are each of these types of anxiety and what should each of these signal to advisors?How can advisors best demonstrate their value in this new world we find ourselves in?Links
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Meet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 0566-OAS-3/6/2024