Money, Mind And Meaning

Dr. Moira Somers - Giving Financial Advice That Sticks

Informações:

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