64 min listen
24: Improving Client Decisions and Behavior Using Brain Science with Graeme Newell
24: Improving Client Decisions and Behavior Using Brain Science with Graeme Newell
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)
11: Evan Beach | An Evidence-Based Approach to Winning Prospects and Influencing Clients (Part One): Evan Beach () is the Director of Wealth Advisory for Campbell Wealth Management, an RIA firm in Alexandria, VA that oversees around $800 million AUM almost exclusively for clients over the age of 55. He writes for Kiplinger and the Journal of... by The Human Side of Money