Optimal Work Daily - Career, Productivity and Entrepreneurship

1798: You Should Throw Away Your Charts Full of Numbers: Here’s Why by Ryan H Law on Shaping Money Habits

16 snips
Sep 2, 2025
Explore how emotions, rather than numbers, drive our financial decisions. Discover the power of storytelling in building client connections within finance. Learn why recognizing emotional triggers can lead to smarter money choices. Uncover the importance of personalized insurance and expert financial guidance. Embrace a holistic view of finance that prioritizes human behavior over spreadsheets.
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ANECDOTE

Missionary Story About Stories Over Stats

  • Ryan Law shares a church missionary experience to show numbers don't convince people to join causes.
  • He used stories, common ground, and trust-building instead of statistics to connect with people.
ANECDOTE

Binder Full Of Charts That Failed

  • Ryan recounts his early financial-planning binder filled with charts and metrics he used in client meetings.
  • He believed numbers proved his value until he discovered they didn't convince most clients.
INSIGHT

Decisions Are Informed, Not Driven, By Data

  • Decisions are informed by data but not driven by it; emotion and unconscious processes dominate choice.
  • Gerald Zaltman’s research suggests 95% of purchase decisions occur unconsciously.
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