Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Eben Burr - Creating a Client Plan

Eben Burr - Creating a Client Plan

FromStandard Deviations with Dr. Daniel Crosby


Eben Burr - Creating a Client Plan

FromStandard Deviations with Dr. Daniel Crosby

ratings:
Length:
62 minutes
Released:
Aug 26, 2021
Format:
Podcast episode

Description

Tune in to hear:- In a study that Eben helped conduct, clients were three times as likely to say they are very knowledgable about markets than their advisors were likely to say about them. Men had a similarly outsized response and were three times more likely than women to say they were knowledgable. Are clients overestimating their ability to understand markets or are their advisors not giving them enough credit?- What can the financial services community do to minimize the delta between who people are and how we see them?- What is Eben’s take away from men, in general, being more confident in their financial aptitude than women? Are they merely being overconfident?- Should advisors really work to temper their clients’ expectations of forward returns?- How can advisors give plans that actually stick and resonate with their clients?- Is it a financial advisor’s job to be a watch person for financial bubbles?https://toewscorp.comCompliance Code: 2276-OAS-8/12/2021https://biicoaching.com
Released:
Aug 26, 2021
Format:
Podcast episode

Titles in the series (100)

The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, research-based, and designed to fit perfectly within your commute time. So, tune in for practical news that will help you make more, think more and be more. Learn more by following Dr. Daniel @danielcrosby or visit the website at www.standarddeviationspod.com/ Standard Deviations is presented by Orion.