Herman Brodie - The Power of Trust

Standard Deviations with Dr. Daniel Crosby

Nội dung được cung cấp bởi Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

2y ago 54:00

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Tune in to hear:

- What are some of the primary drivers of asset flows from a behavioral perspective?

- Soft factors account for a lot more of clients’ decision-making process about their assets - what is the takeaway, for asset managers and financial advisors, from this revelation?

- What are the three different types of trust that Herman breaks down in his book?

- Interpersonal trust might be the most important pillar of trust, as well as being the most within an advisor’s sphere of control. What can one do to build and fortify this with our client base?

- What is the number one most trusted profession in both the US and nearly globally? Why might this be the case?

- Why are financial professionals rated so low on the Edelman Trust Barometer? Could they ever be trusted at the same level as those in a medical profession?

- What are the “Big 5” personality traits and how can they be applied to deepen the understanding between clients and advisors?

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