Dr. Emily Koochel - A Fresh Perspective on Financial Psychology

Standard Deviations with Dr. Daniel Crosby

Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

1y ago 45:06

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Tune in to hear:

- How does Dr. Koochel define financial wellness, how did she arrive at this definition and what practical difference does this make in her work?

- What are three actionable steps advisors can take to incorporate financial wellness into their planning conversations?

- How can advisors point out inconsistencies between someone’s professed values and their actions while remaining empathetic and thoughtful about how they communicate this?

- What is the role of financial psychology in meeting the demand for personalization and what do some of these solutions look like?

- What are some of the road blocks to implementing financial psychology in practice?

- Some people just want an old school advisor who is a subject matter expert and who simply allocates their assets effectively. What does personalization look like for this client and do we have a duty to sell them on the BeFi side of things?

- Should BeFi approaches be embedded in one’s advisory practice in a subtle way or should firms advertise this feature directly?

- How can financial advisors better serve their clients during big life transitions beyond simply reaching a numeric investment goal?

https://www.linkedin.com/in/emilykoochel

Compliance Code: 0409-OAS-2/10/2023

Copy: 0356-OAS-2/7/2023

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