Jon Stein – The State of Automated Investing - [Invest Like the Best, EP.09]
Invest Like the Best with Patrick O'Shaughnessy
The Value of a Financial Adviser Is More and More Behavior
The value of a financial adviser is now more and more behavior, right? M, so they used to pick stocks. Now maybe they pick an acidalication or pick managers but above all else, they're earning their keep through behavior management. I think advisers yo talk about behavior management or sallying themselves short. There's a lot more than a good adviser can do understanding the clients needs,. Understanding their goals, investing them appropriately.
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