Tag: Behavioral Finance
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116 Finding Retirement Solutions That Stick with Wade Pfau and Alex Murguia
What makes a retirement recommendation not only work but also stick for you client? Could it be a combination of personality traits and beliefs about …
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111 KYC(P)- Know Your Client’s Personality To Provide Better Advice with Dr. Preston Cherry
The regulators make us attest we know our clients. However, do we really know what makes them tick? Dr. Preston Cherry joins us today to discuss perso…
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100 Finding Continued Purpose In a Changing Market With Joseph Jordan
In an annuity market driven by indices, interest, and volatility, we often focus on the numbers and not the lives we touch. Joe Jordan, speaker, write…
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085 Framing the Retirement Discussion With Tamiko Toland
A recent study suggests that starting a conversation about equity market risk may not be an effective way to start a dialogue about annuities. Learn m…
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Building a Vision of a Better Future Self in a Very Stressed World
We know from the study of behavioral finance that if we help individuals create a positive vision of their future selves, they will be more likely to …
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082 Maybe Politics Won’t Really Impact The Market With Charles Sizemore
We think the elections have a great impact on the market. However, do they really? In today’s show, Charles Sizemore challenges those assumptions. Cha…
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071 Better Serving Your Female Clients With Kathleen Burns Kingsbury
Some of your most overlooked prospects in the pandemic may be the female members of the couples you have helped over the past several years. Kathleen …
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070 Challenging Retirement Planning Assumptions With Moshe Milevsky
Professor Moshe A. Milevsky, a finance professor at the Schulich School of Business and arguably the godfather of modern retirement planning theory jo…
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065 Discovering Your Retirement “Safe” Word with Lindsay Goldwert
Lindsay Goldwert, Editor-in-Chief of Zeta, successful podcast host, joins us on our podcast today. We talk about how to make people feel safe about op…
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058 Stop Barfing Meaningless Cliches on Your Prospects With Sara Grillo
In today’s virtual world, authentic communication creates real connections with your prospects. Ho hum content makes them unsubscribe. Sara Grillo won…