Standard Deviations with Dr. Daniel Crosby cover image

Dr. Moira Somers - How to Give Financial Advice That Sticks: Key Strategies for Long-Term Impact

Standard Deviations with Dr. Daniel Crosby

00:00

Understanding Client Differences in Wealth Management

Daniels: Most financial advice is going to be in that hard to follow category. Even the most agreeable person can come into your office on an ordinary day and ask, do you know how to work with somebody who's in this particular state of unease or depletion? So i think what we all need to do is develop skills for appreciating the fact that every one of us is prone to cognitive bias. And when we correct for one, we invite its opposite to then show up.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app