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Financial behaviors, wealth attitudes, and the science of predicting wealth.
Value Above Technology: Advisors as Coaches
Executive coaching is estimated to be a $1 billion industry. These counselors, psychologists, and former “C-level” executives coach leaders to build competencies and skills required to be effective and successful at their high-level, high-stakes job. While coaches use technologies and numerous methodologies to assist in their practices, personal interaction is at the heart of the business. Like a C-level role, the job of household money management is multi-faceted, and includes many complex tasks: budgeting, creating long-term goals, investing, estate[…]
Inter-generational Wealth Transfer Woes
A hot topic in the financial advisory space—or maybe more accurately a sore subject—is the high rate of attrition of heirs when clients die and leave their managed wealth to beneficiaries. We have discussed this topic before, noting that a host of factors are at play including critical features like communication with the family-economic unit, relationship building, and personal differences resulting from a generational divide between the heirs and the advisor. But at the end of[…]
The Value of Client Behavioral Management
All of the studies and resulting data that have looked at the issue appear to agree that client behavioral management is one of—if not the most—important functions of financial advisors. In one of the seminal research studies—although not technically an inquiry into the role of financial advisors in relation to client behavioral management—the researchers concluded that of all the activities undertaken by large corporate pension fund managers, strategic portfolio allocation accounted for on average 93.6% of[…]
Industrial psychology, small businesses, & startups
Have you contemplated a different path? What does industrial psychology have to do with startups, small businesses, and entrepreneurship? Quite a bit, especially when industrial psychologists are starting their own businesses. Our panel at SIOP17 (session 198) includes expert advice from psychologists who are starting or have started their own businesses, featuring: Psychobabble, Quantum Improvements Consulting, SMDHR, DataPoints, and Brave Leaders Inc. Complete the form below to download our lessons learned. Your information will be shared with[…]
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