All too often, investors inhibit their potential for successful by giving in to emotional biases.

Mark Pearson sees examples of investors being swayed by emotional biases all the time. In this episode, he discusses each of these biases and explains how they spring from a lack of investor clarity.

In today’s episode, you will learn:

The different types of emotional biases

How diversification is different than asset allocation

Why the real secret to Warren Buffett’s success is superhuman discipline

Mark’s dual approach to confronting clients’ biases

Why Mark believes advisors should run their businesses the same way gardeners prune their gardens

And more!

Tune in now and learn what it means to stick with the investment process and invest with clarity!

Resources: Bias: Who Me White Paper | Nepsis, Inc. | Nepsis, Inc. Facebook Page

All too often, investors inhibit their potential for successful by giving in to emotional biases. Mark Pearson sees examples of investors being swayed by emotional biases all the time. In this episode, he discusses each of these biases and explains how they spring from a lack of investor clarity. In today’s episode, you will learn: … Read More Read More

Investors hire financial advisors because they want to have a leader who will give them expert advice and guide them to reach their investment plan goals.

However, too many investors do not have leadership that is founded on clarity. In this episode, Mark Pearson takes a critical look at the typical client journey to help investors consider how they’re being served.

 

In today’s episode on the importance of leadership, Mark discusses:

The biggest mistakes advisors make with their risk tolerance questionnaires

Why “risk” and “volatility” do not belong in the same sentence

The three real areas of risk for investors

Mark’s real-life experience with investors reacting emotionally to their investments

And more!

Tune in now to learn how clarity-based leadership can help you reach your investing goals!

Resources: NEPSIS, Inc.

Investors hire financial advisors because they want to have a leader who will give them expert advice and guide them to reach their investment plan goals. However, too many investors do not have leadership that is founded on clarity. In this episode, Mark Pearson takes a critical look at the typical client journey to help … Read More Read More

Mark Pearson and his team aren’t fans of mutual funds, and you’re about to find out why. In this episode, Mark doesn’t spare mutual funds’ feelings as he dives into the traits that make them undesirable, otherwise known as the dreadful five Cs. Here’s what you will learn about in this episode: Why being over-diversified … Read More Read More

Have you ever taken a jar of pennies to the bank and felt shocked by the amount of money you had in there? Today, Mark Pearson discusses his penny jar theory and how Nepsis uses this theory in their approach to Strategic Cost Averaging™, the process of continually investing unequal dollar amounts specifically targeted into … Read More Read More

Have you ever taken a jar of pennies to the bank and felt shocked by the amount of money you had in there?

Today, Mark Pearson discusses his penny jar theory and how Nepsis uses this theory in their approach to Strategic Cost Averaging™, the process of continually investing unequal dollar amounts specifically targeted into companies that you want to own more of when appropriate.

Mark and co-host Matt Halloran also take a back-end look at Nepsis, diving into how the company gathers information from clients to help them invest strategically and reach their investment goals.

Listen now to learn how you could invest with more clarity by using Nepsis’ penny theory.

Resources:

NEPSIS, Inc. | Blog: A Penny for Your Thoughts

Today, Mark Pearson shares his views on the “race to the bottom” in the financial industry. Inspired by the Barron’s article titled “Fidelity Drops Fund Fees to Zero in Latest Price-War Gambit,” Mark discusses the issues that may arise with the low-cost industry trend, along with how the common outlooks that clients tend to adopt … Read More Read More

Today, Mark Pearson shares his views on the “race to the bottom” in the financial industry. Inspired by the Barron’s article titled “Fidelity Drops Fund Fees to Zero in Latest Price-War Gambit,” Mark discusses the issues that may arise with the low-cost industry trend, along with how the common outlooks that clients tend to adopt could negatively affect their investment outcomes.

Tune in to also find out what question you should be asking your adviser and how you can prioritize your goals to find true clarity.

InvestWithClarity.com

Barron’s - Fidelity Drops Fund Fees to Zero in Latest Price-War Gambit

In this episode, Mark Pearson is joined by Nepsis’ Vice President of Research, Chuck Etzweiler, for a behind-the-scenes look at how they use research to inform their investment decisions. Chuck and Mark discuss how their teams research all areas of the economy to make selective and informed investment decisions with clarity. They also share the … Read More Read More