42 min listen
Getting Personal: Getting to Know How Advisors Get to Know Their Clients
Getting Personal: Getting to Know How Advisors Get to Know Their Clients
ratings:
Length:
37 minutes
Released:
Sep 9, 2019
Format:
Podcast episode
Description
In today's episode, host Drew Carter gets up close and personal--into investing, that is. Getting personal might elicit nervousness, but why does it seem so antithetical to investing? We explore personalization and customization in financial practices: If you’re an investor, how well does your financial advisor know you? And advisors, how much time have you taken to get to know your clients? Joined by Morningstar Investment Management group's Matthew Radgowski, chief operating officer for the Americas, and Marta Norton, head of outcome-based strategies in the Americas, as well as Ryan Murphy, Ph.D. head of decision sciences, the conversation reviews Morningstar's belief that getting *personal* can be good for investors AND advisors—but it may be more complicated than you think.
Released:
Sep 9, 2019
Format:
Podcast episode
Titles in the series (100)
Theories, Crowds, Bubbles, & Bees: Daniel Needham on Contrarian Investing: Why might contrarian investing outperform, and how might an investor know when it's time to head in the opposite direction from the crowd? Daniel Needham, president and global chief investment officer, explores why markets are frequently efficient and what makes them become inefficient; explains how contrarians can act like a thermostat for markets; and explains how bees can be better decision-makers than humans at times. He also shares a checklist his team uses to help them make rational decisions that go against the crowd. Drew Carter hosts. by Simple, but Not Easy