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Kandungan disediakan oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Joe Duran - Humanizing the Future of Wealth Management

49:48
 
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Manage episode 455068889 series 1454631
Kandungan disediakan oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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 episod

Artwork
iconKongsi
 
Manage episode 455068889 series 1454631
Kandungan disediakan oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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 episod

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