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