Tag: Behavioral Finance
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054 The Case for More Female Advisors With Sheila Jelinek and Suzanne Norman
Sheila Jelinek and Suzanne Norman join us today from Milliman to discuss a recent paper they wrote entitled, “The Case for More Female Advisors”. Advi…
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018 Really Getting to Know Your Client…on an Emotional Basis
Mark discusses a recent study released by Cetera Financial Group that segments retirement planning clients by personality type. It should came as no s…
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012 Many people spend more time planning for vacation than retirement
How many of your clients have spent more time planning their vacation than their retirement? Probably even more than we think. In today’s show, we cov…