Growth, pricing, technology and talent: how successful advisory firms are built and run. Selected by our editors.
59 videos and podcasts · new this week: 19
The episode focuses on the gap between the financial life a client says they want and the one they lead, which is the terrain advisors work in when coaching client behavior. It also raises whether this work needs a financial therapist or can be handled through self-work and introspection, a question relevant to where an advisor's role ends.
For wealth professionals, the episode frames sports betting and gamified investing as behavioral issues that can affect client decision-making and advisor conversations. It gives advisors a vocabulary for discussing risky investment behavior without making recommendations.
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