Eben Burr - Creating a Client Plan

Standard Deviations with Dr. Daniel Crosby

Contenuto fornito da Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

2+ y ago 1:01:52

MP3•Pagina principale dell'episodio

Tune in to hear:

- In a study that Eben helped conduct, clients were three times as likely to say they are very knowledgable about markets than their advisors were likely to say about them. Men had a similarly outsized response and were three times more likely than women to say they were knowledgable. Are clients overestimating their ability to understand markets or are their advisors not giving them enough credit?

- What can the financial services community do to minimize the delta between who people are and how we see them?

- What is Eben’s take away from men, in general, being more confident in their financial aptitude than women? Are they merely being overconfident?

- Should advisors really work to temper their clients’ expectations of forward returns?

- How can advisors give plans that actually stick and resonate with their clients?

- Is it a financial advisor’s job to be a watch person for financial bubbles?

https://toewscorp.com

Compliance Code: 2276-OAS-8/12/2021

https://biicoaching.com

287 episodi