14 min listen
Philip Courtenay - Humans and Money
Philip Courtenay - Humans and Money
ratings:
Length:
47 minutes
Released:
Mar 21, 2024
Format:
Podcast episode
Description
Tune in to hear:What did Philip’s research on the drivers of financial advice seeking uncover? Additionally, what might stand in the way of clients taking advice?What can the industry do to reduce economic barriers to entry for getting advice?What about reducing emotional barriers to entry for getting advice?What mistakes do advisors make when it comes to changing behavior and what could we be doing better as an industry?What is Philip’s “SHAPE” framework and how can it be applied to your business?Why might we be asking for referrals in the wrong way and what can we do to improve this?Philip breaks down client anxiety into two distinct categories. What are each of these types of anxiety and what should each of these signal to advisors?How can advisors best demonstrate their value in this new world we find ourselves in?LinksPhilip Courtenay on LinkedInHumans and MoneyConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 0566-OAS-3/6/2024
Released:
Mar 21, 2024
Format:
Podcast episode
Titles in the series (100)
The Three Tests Of An Investable Idea: It has been said that "this time is different" is the most expensive phrase in investing but what can be said to be the most profitable words in investing? In this episode, we look at the three tests of an investable idea, providing a tri-part test for discovering enduring alpha. by Standard Deviations with Dr. Daniel Crosby