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Konten disediakan oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.
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Dr. Moira Somers - Giving Financial Advice That Sticks

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Manage episode 322944367 series 1454631
Konten disediakan oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

Tune in to hear:

- How does non-compliance with advice, and the gap between knowing and doing, present on a macro level and impact our lives?

- Is the financial services industry, as a whole, guilty of delivering advice without much regard for how it is retained and implemented?

- How is the term non-compliance potentially problematic?

- What are some individual characteristics of advice givers that helps their advice be stickier?

- What are some of the big drivers that cause professionals to use too much jargon?

- What are some potential resources for financial advisors who are hoping to be more culturally sensitive?

https://moneymindandmeaning.com

Compliance Code: 0430-OAS-3/9/2022

  continue reading

287 episode

Artwork
iconBagikan
 
Manage episode 322944367 series 1454631
Konten disediakan oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

Tune in to hear:

- How does non-compliance with advice, and the gap between knowing and doing, present on a macro level and impact our lives?

- Is the financial services industry, as a whole, guilty of delivering advice without much regard for how it is retained and implemented?

- How is the term non-compliance potentially problematic?

- What are some individual characteristics of advice givers that helps their advice be stickier?

- What are some of the big drivers that cause professionals to use too much jargon?

- What are some potential resources for financial advisors who are hoping to be more culturally sensitive?

https://moneymindandmeaning.com

Compliance Code: 0430-OAS-3/9/2022

  continue reading

287 episode

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