Tune in to hear:

- What might the lay person, who is enthusiastic about behavioral economics, not know about its historical origins?

- What was the larger zeitgeist that gave rise to an envy of physics, and hard science, within economics?

- Are there commonly used methods in the world of financial planning that may be rooted in some unexamined assumptions?

- When consulting clients, how do we strike a balance between realizing that our theories and knowledge will always be imperfect while we also know that giving our clients something to hang on to is useful?

- Where does empathy come from in the client advisor relationship? Is this an innate trait or can one teach themselves to be empathetic?

- Dr. Ragatz is in charge of Carson's next generation initiatives. What has she noticed in this role? How does the next generation differ, what do they value and how might they go on to shape the industry?

https://www.linkedin.com/in/julie-ragatz-ph-d-2a40b826/

Compliance Code: 2830-OAS-11/5/2021