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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.
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Joe Duran - Humanizing the Future of Wealth Management

49:48
 
공유
 

Manage episode 455068889 series 1454631
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.

Tune in to hear:

  • What insight did Joe have that prompted him to start applying Behavioral Finance in practical ways while much of the industry was focused elsewhere?
  • Why are so many firms relying on the old-fashioned educational approach when building client-centric tools and technology seems to be the way forward?
  • What is an example of a compelling promise a wealth management firm could make to their clients?
  • Is it time for those who entered the business because they love picking stocks and crunching numbers to roll off, re-educate or learn new skills? Also, what can we do to attract the next generation of talent?
  • When Joe looks at the RIAs he’d want to invest in vs. those he would pass on, what are the defining differences between them?
  • How can Joe separate the wheat from the chaff during their vetting process?

Links

Connect with Us

Compliance Code: 3066-OAS-11/27/2024

  continue reading

309 에피소드

Artwork
icon공유
 
Manage episode 455068889 series 1454631
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.

Tune in to hear:

  • What insight did Joe have that prompted him to start applying Behavioral Finance in practical ways while much of the industry was focused elsewhere?
  • Why are so many firms relying on the old-fashioned educational approach when building client-centric tools and technology seems to be the way forward?
  • What is an example of a compelling promise a wealth management firm could make to their clients?
  • Is it time for those who entered the business because they love picking stocks and crunching numbers to roll off, re-educate or learn new skills? Also, what can we do to attract the next generation of talent?
  • When Joe looks at the RIAs he’d want to invest in vs. those he would pass on, what are the defining differences between them?
  • How can Joe separate the wheat from the chaff during their vetting process?

Links

Connect with Us

Compliance Code: 3066-OAS-11/27/2024

  continue reading

309 에피소드

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