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Ep 86: Scientifically revealing client preferences for personalised wealth advice - Shachar Kariv & Bernard Del Rey

Between Meetings with Matt Heine

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Personalizing Wealth Advice and Client Preferences

The chapter explores the intricacies of determining client preferences for personalized wealth advice, focusing on efficient frontiers and model portfolios. It emphasizes the importance of understanding individual comfort zones and aligning them with financial goals for more fruitful advisor-client conversations. Additionally, it discusses the challenges and importance of addressing risk aversion, loss aversion, and ambiguity aversion in investment decisions to create tailored portfolios.

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