Philip Courtenay - Humans and Money: Exploring the Relationship Between Emotions and Financial Choices

Standard Deviations with Dr. Daniel Crosby

Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby 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।

1y ago 47:26

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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?

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