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Dr. Moira Somers - Giving Financial Advice That Sticks
Manage episode 322944367 series 1454631
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
287 tập
Manage episode 322944367 series 1454631
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
287 tập
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