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Innhold levert av Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Joe Duran - Humanizing Wealth Management: How Personalization is Shaping the Future of Financial Services

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Manage episode 455068889 series 1454631
Innhold levert av Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Tune in to hear:

  • What insight did Joe have that prompted him to start applying Behavioral Finance in practical ways while much of the industry was focused elsewhere?
  • Why are so many firms relying on the old-fashioned educational approach when building client-centric tools and technology seems to be the way forward?
  • What is an example of a compelling promise a wealth management firm could make to their clients?
  • Is it time for those who entered the business because they love picking stocks and crunching numbers to roll off, re-educate or learn new skills? Also, what can we do to attract the next generation of talent?
  • When Joe looks at the RIAs he’d want to invest in vs. those he would pass on, what are the defining differences between them?
  • How can Joe separate the wheat from the chaff during their vetting process?

Links

Connect with Us

Compliance Code: 3066-OAS-11/27/2024

  continue reading

310 episoder

Artwork
iconDel
 
Manage episode 455068889 series 1454631
Innhold levert av Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Tune in to hear:

  • What insight did Joe have that prompted him to start applying Behavioral Finance in practical ways while much of the industry was focused elsewhere?
  • Why are so many firms relying on the old-fashioned educational approach when building client-centric tools and technology seems to be the way forward?
  • What is an example of a compelling promise a wealth management firm could make to their clients?
  • Is it time for those who entered the business because they love picking stocks and crunching numbers to roll off, re-educate or learn new skills? Also, what can we do to attract the next generation of talent?
  • When Joe looks at the RIAs he’d want to invest in vs. those he would pass on, what are the defining differences between them?
  • How can Joe separate the wheat from the chaff during their vetting process?

Links

Connect with Us

Compliance Code: 3066-OAS-11/27/2024

  continue reading

310 episoder

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