
Sign up to save your podcasts
Or
Why do we do what we do? What motivates us? These are big questions - and they apply just as much to financial services as they do everything else in our lives.
Brie Williams, the Vice President of State Street Global Advisors, has dedicated her career to helping financial advisory firms facilitate efficiency and growth beyond asset management. She’s passionate about helping people achieve better outcomes.
Today, in the first part of a three-part series, she joins the podcast to talk about the psychology underneath behavioral finance, the effects of cognitive decisions as we age, what you should expect from an advisor relationship, when it’s appropriate to discuss investments, and how to evaluate the value of an advisor and their fees.
Get Today's Show Notes
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/3
Learn More about Retirement Planning
Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com
4.7
3232 ratings
Why do we do what we do? What motivates us? These are big questions - and they apply just as much to financial services as they do everything else in our lives.
Brie Williams, the Vice President of State Street Global Advisors, has dedicated her career to helping financial advisory firms facilitate efficiency and growth beyond asset management. She’s passionate about helping people achieve better outcomes.
Today, in the first part of a three-part series, she joins the podcast to talk about the psychology underneath behavioral finance, the effects of cognitive decisions as we age, what you should expect from an advisor relationship, when it’s appropriate to discuss investments, and how to evaluate the value of an advisor and their fees.
Get Today's Show Notes
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/3
Learn More about Retirement Planning
Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com
1,923 Listeners
734 Listeners
506 Listeners
402 Listeners
725 Listeners