Money, Mind And Meaning
Dr. Moira Somers - Giving Financial Advice That Sticks
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:39:57
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Sinopsis
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.comCompliance Code: 0430-OAS-3/9/2022