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/SamanthaLamas4
Compliance Code: 1116-OAS-6/27/2022