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Behavioral Finance
The formula for happiness: Wanting what you have
What if I told you that there’s a formula that is exceedingly easy to remember and could positively impact almost every decision you make? What if I told you that there is a formula for happiness?
Behavioral Finance
There is never a good time to invest
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Consider something you’ve always wanted to do but you’ve put off doing because it scares you. In fact, just think of something you’d eventually like to do but haven’t yet, since you may not even be aware of all your reasons for not having embarked on that journey just yet.
Human Capital
Developing the next generation of financial advisors
It’s no secret that the advisor workforce is aging, and the old ways of recruiting and retaining advisors haven’t been sufficient in meeting demand for new talent in the industry. Some firms have turned to new, unique ways of advisor development and are seeing successful outcomes for their business.
Behavioral Finance
Money mindset: Using behavioral economics to help investors succeed
Theory tells us that humans are generally rational beings and that they make decisions from an optimal perspective. This podcast discusses how the concept affects the investment decision-making process and how advisors can use a client’s biases to lead better conversations.
Behavioral Finance
We Don’t Have to Have a Recession
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There is not a “natural” economic reason for this expansion to end.
Behavioral Finance
Long-Term is Longer Than You Think
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Investment time horizon is a critical concept in building wealth. Most investors have very long investment time horizons, typically decades or more.
Behavioral Finance
B is for behavioral mistakes—Preventing them may be your greatest value
In this post, we’ll tackle the behavioral mistakes that investors typically make.
Behavioral Finance
The 5 money maps
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It is my hope that as we are better able to map the landscape of love and money, we will increasingly have a scaffolding for having better conversations about where and why our attitudes may differ.
Human Capital
Millennials aren't interested/don't have money to invest: Moving beyond the stereotypes
Huge opportunities for growth are overlooked because too many firms believe the myth that millennials aren't interested in investing and don't have money. Bridge this gap with a multigenerational team of advisors.
Human Capital
Millennials are distracted by technology: Moving beyond the stereotypes
Technology is not truly a distraction to millennials, but rather the infrastructure for much of their lives. Use it to your firm's advantage.
Human Capital
Millennials are overly concerned with social responsibility: Moving beyond the stereotypes
Millennials are values oriented and want to be engaged with firms and people that understand and share their values. Harness this passion to grow your business and retain employees.
Human Capital
Millennials need constant feedback: Moving beyond the stereotypes
Millennials don't necessarily need hand holding but they do want regular engagement from their managers. If handled correctly this can yield strong results and efficiency.