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24: Improving Client Decisions and Behavior Using Brain Science with Graeme Newell

24: Improving Client Decisions and Behavior Using Brain Science with Graeme Newell

FromThe Human Side of Money


24: Improving Client Decisions and Behavior Using Brain Science with Graeme Newell

FromThe Human Side of Money

ratings:
Length:
70 minutes
Released:
May 26, 2021
Format:
Podcast episode

Description

One of the main challenges for financial advisors when it comes to applying behavioral finance is as simple as this: it's a lot easier to construct a financial plan than to deconstruct your client's emotions. Graeme Newell has been helping financial advisors better understand what goes on in their client's minds by literally putting them in brain scanners for most of his career.  And he takes the insights he learns and turns them into practical advice to improve client's decisions and behavior.
Released:
May 26, 2021
Format:
Podcast episode

Titles in the series (100)

The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimately, change their behavior for the better. Join your host, Brendan Frazier, as he interviews fellow financial advisors, industry consultants, and experts in the fields of behavioral finance, psychology and communication as they share everything you need to know to master the human side of money!