Where does finance and psychology intersect?
“Those who manage to save and invest can still fall prey to all kinds of mistakes owing to unconscious biases, lack of knowledge, overconfidence, and faulty rules of thumb. And, with thousands of investment products to choose from, they may get stuck in analysis paralysis because of what Christine Benz aptly calls the ‘financial complexity complex’. Then, after decades of saving and investment, many of those who reach financial freedom find it difficult to enjoy the fruits of their labour.”
Where does finance and psychology intersect? (Christine Benz)
The client experience
How do we teach financial literacy to young people? (Salvatore Nigro)
The advisory profession
The active manager who changed his ways (The Evidence-Based Investor)
Soft skills that advisers need to master (Emily Holbrook)
Are subscription-style fees the future for advice? (Chloe Cheung)
Work and business
Work ambition doesn’t have to get in the way of your lifestyle (Brett Davidson)
How to hire inclusively (Carmen Reichman)
Four guidelines to social media success (Blair Kelly)
Why digital marketing is so important for financial advisers (Jack Waymire)
Is social media the best avenue for finding young clients? (Damian Fantato)
CONTENT FOR ADVISERS
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