Money, Mind And Meaning

Tune in to hear:- Why is it often complicated to offer a simple and elegant solution for the common behavioral dilemmas that advisors face?- Why might psychological shortcuts potentially lead to gender bias in asset allocation?- Are there any salient differences between men and women, on average, in regards to risk tolerance?- How can we systematize the information gathering process during client intake in order to give more equitable advice?- Why is there often a discrepancy between where clients perceive value in working with an advisor and where the advisors themselves perceive they are adding value?- What are some ways that advisors can prime their clients for more effective goal setting?- If Samantha could offer just one small behavioral intervention to make life a little better for each of us, what would she suggest?https://twitter.com/SamanthaLamas4Compliance Code: 1116-OAS-6/27/2022