Using Short Cuts to Make Financial Decisions

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