Advisors Who Know Their Clients Best, Win--Results from a major new benchmarking study. linkedin.com/pulse/advisors-…
Find out if you have Client Understanding blind spots. Super excited to offer this unique benchmarking opportunity to financial planners and advisers in the USA, Australia and New Zealand! bit.ly/2HN4VmT
Thrilled to announce open registration of a unique course--Applied Behavioral Economics for Financial Advisors. Hosted at UC Berkeley, the birthplace of behavioral economics. Aug 16-17. 10 hrs CE credit. Come for the course, stay for the weekend! bit.ly/2sjkNmk
Very thoughtful post from Scott MacKillop @firstascentam. Easy to lose sight of human connection amidst the fintech hype. teapaw.org/firstascentam/status/1…
Excited to partner with @fpassociation and @BerkeleyExecEd to make behavioral economics technology and education more accessible for financial planners bit.ly/2Haq74V
Mark Nagle: an Englishman helping to shape Australia's advice profession. @MNFinLife thanks for attending the UC Berkeley session with Shachar Kariv! bit.ly/2IBBmR4 ^PS
Global Webinar #2 (free and open to all) in our Applied Behavioural Economics for Financial Advisors series: April 5th, noon AEDT (Australia). Register here: bit.ly/2pP7Gc8 ^PS
New study from @hartfordfunds shows that many Americans are overconfident + GFC is a distant memory. To advisors, we'd say, know which clients are loss averse so you're prepared to help them through any situation. Learn more: bit.ly/2BYDqPk ^PS
Great article by @firstascentam CEO Scott MacKillop about 'gurus' and why we should ignore them. Featuring some of that science we love so much here at TrueProfile bit.ly/2Ec4nEt ^PS
What do behavioral economic methods of client profiling have in common with the X-Ray? Find out: bit.ly/2EYf36f
This month we launched our blog, Client First, with the goal of shining a light into previously dark areas of client understanding. Join us in imagining an industry where your intuition is bolstered by the best science and tools available: bit.ly/2DpE3CW
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Amazon Go, a high-tech version of a 7-Eleven, will finally open on Monday — with no checkout lines and no cashiers recode.net/2018/1/21/1691418…
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RT @marieswift In this provocative article published by @wealth_mgmt magazine in their 2018 Outlooks Report, Bernard Del Rey, the CEO of @TrueProfileSays, says that Risk Tolerance Questionnaires are on their way to the graveyard now:
wp.trueprofile.com/wp-conten… …
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My article on impact investing made it to Investments and Wealth Monitor. See: investmentsandwealth.org/get…
Thanks @jrusoff2 for the insightful and entertaining interview with Shachar Kariv! teapaw.org/jrusoff2/status/928379…
Need to Know Your Clients Better? Try Playing a Game thinkadvisor.com/2017/11/08/…
A Surefire Way to Better Serve Your Clients and Build a Stronger Practice bit.ly/2zJ6mhA @FirstAscentAm
Shachar covers breakthroughs in behavioral economics that allow advisors to know their clients' true preferences. ^PS #TrueProfile
The always dynamic and entertaining Shachar Kariv of UC Berkeley in action. @BerkeleyExecEd
