))
Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making
Manage episode 399393390 series 3398194
Carson Coaching द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Carson Coaching या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
How can firm owners use behavioral finance theory to make better business decisions?
Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Julie Ragatz, Ph.D., Vice President, NextGen and Advisor Development Programs at Carson Group, about the practical applications of behavioral finance theory in business and recruitment. They challenge the notion of rational choice theory, emphasizing the subjective nature of human decision-making.
Dr. Ragatz underscores the importance of recognizing individual motivations and the pitfalls of a one-size-fits-all approach in hiring. She advocates for after-action reports to understand decision-making processes and reframes biases as natural, suggesting that behavioral finance can guide the human mind.
Julie discusses:
- Her role at Carson as the VP of Next Gen
- Application of behavioral finance theory in business decisions
- The relevance of the sunk cost fallacy in decision-making
- Confirmation bias and belief persistence
- Regaining decision-making confidence
- Implementing behavioral finance theory to improve recruitment
- How you can start implementing behavioral finance theory in your practice
- And more
Resources:
- Dr. Sonya Lutter, Erin Wood & Dr. Julie Ragatz: Family Money Dynamics
- Julie Ragatz & Mary Kate Gulick: Women In Financial Services
- Julie Ragatz & Kellan Brown: Growing Through Mentorship
- Standard Deviations: Dr. Julie Ragatz - Empathy and the History of Behavioral Economics
- Carson 2023 State of Women in Wealth Management Report
Connect with Ana Trujillo Limón:
Connect with Julie Ragatz:
About our Guest:
Julie Ragatz, Ph.D. is the Vice President, Next Gen and Advisor Development Programs at Carson Group and Executive Director at FinServ Foundation. Julie has just over 23 years of experience in the financial services industry. Julie received her Ph.D. in Philosophy from Temple University after an MA in Social and Political Philosophy from Marquette University.
Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.
247 एपिसोडस
साझा करें
