Standard Deviations with Dr. Daniel Crosby
Breanna Blaney (Live at Future Proof)
Dec 5, 2024
Breanna Blaney, a human-first investment expert at Dimensional, shares transformative insights on connecting life and investing. She discusses the industry’s shift towards a ‘Life Invested’ approach, emphasizing that emotional intelligence is key to fostering trust between advisors and clients. Breanna tackles the fears advisors face about vulnerability, advocating for authenticity in financial discussions. She also offers self-reflection tips for advisors to enhance their practice and build meaningful client relationships.
26:10
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Quick takeaways
- The shift from sales-centered to human-centric financial advisory emphasizes the importance of emotional connections for better client outcomes.
- Dimensional's 'Life Invested' approach advocates for leveraging personal experiences in investing, promoting actionable principles based on what can be controlled.
Deep dives
Empowering Investors Through Life Principles
The discussion centers around the concept that individuals often overlook their inherent knowledge about investing, which can be derived from their life experiences. Dimensional’s Life Invested platform reinforces that actionable investing principles align closely with sensible life principles, such as focusing on what can be controlled and tuning out noise. This approach emphasizes empowering financial advisors to engage clients in conversations that address their personal lives and values, ultimately promoting better investment practices. Through a client-centric approach based on understanding rather than mere performance metrics, investors can cultivate a healthier relationship with their finances.
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