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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments
By bullshiftthepodcastBusiness
Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments episodes
- Ep. 24 - Real world behavioural challenges faced by financial advisorsMichelle Hilscher is a Vice President at BE Works in Toronto. She has a PhD in cognitive psychology from the University of Toronto, and works as a behavioural scientist that solves real-world challenges. Many of her clients work in the financial services industry, so she knows all about Bullshift.34 min
- Ep. 23 - Why the experience economy is the next level of engagement for financial advisorsDennis Moseley-Williams is an internationally renowned consultant and keynote speaker who helps companies transition to the experience economy. He joins John to discuss the pros and cons of optimism regarding the client experience as they work with advisors.36 min
- Ep. 22 - Advocacy and consumer protection are key when exploring financial literacyJohn Lawford is the Executive Director of PIAC, the Public Interest Advocacy Centre is a national not-for-profit corporation that protects consumer interests in regulated industries like finance. He joins John to discuss consumer protection against Bullshift.33 min
- Ep. 21 - Physics envy and the science of wealth managementDaniel Straus is the head of ETF research at National Bank. He has a fascinating background because he’s a person with a science and engineering background who works in finance. Here, he compares and contrasts the two disciplines. Have you ever heard of “physics envy”?24 min
- Ep. 20 - What assumptions do financial advisors use when planning for and managing your wealth?Derek Deadman is this week’s guest. He’s the Chair of FP Canada’s committee that provides annual financial planning assumptions guidelines. Those guidelines are crucial in helping planners make suitable recommendations. We explore both how they are being used and how they can be manipulated to provide clarity for people doing planning work.35 min
- Ep. 19 - A nationally recognized personal finance expert offers his thoughts on literacy, advice and wealth managementRob Carrick is a mainstay in Canadian personal finance. As a columnist for the Globe and Mail, he enjoys a national following and is widely respected. We share a few stories about how personal finance has evolved over the past generation.28 min
- Ep. 18 - How financial advisors can align client interests when managing your wealthTim Nash is a leading expert on ESG (environmental, social and governance) investing. He joins John to discuss how people can align their portfolios with their values and advocates for a shift away from a growth-at-all-costs approach to economic development.38 min
- Ep. 17 - What does the general public think of both the role and value of financial advisors?David MacDonald is a senior executive at Environics Canada, a public opinion research firm that has expertise in social values and trends. He shares his insights about how we think abut finance in general, and about our views regarding optimism, in particular.42 min
- Ep. 16 - How corporate governance and industry best practices spill over to what financial advisors doTim Herron is a recognized expert on corporate governance. His thoughts on best practices, transparency and serving client interests are directly transferrable to the financial advice business.46 min
- Ep. 15 - What we're teaching the next generation of financial advisorsLawrence Lynch has a critical role in finance – he’s a professor of financial planning and as such, is responsible for teaching and mentoring the next generation of advisors. Tune in to learn how the next generation sees things. Hint: there are material differences to how many advisors work currently.36 min
About Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments
From the publisher's feed
Make Better Wealth Decisions is a weekly exploration of how the financial services industry shifts peoples’ attention to make them more bullish. It involves a risk most people won’t recognize because…
being optimistic is usually a good thing. We all have biases – and being biased means you’re taking on unique risks that are not always recognized or acknowledged. It’s a perverse problem – how, exactly, does one address biases that are not even recognized? If we can’t (or won’t) acknowledge our own blind spots, how will we ever hope to overcome them? The most unexpected challenge may come from having a sunny outlook. Optimism Bias can be dangerous because consistently expecting things to work out can often lead to being less careful than one ought to be. Plenty of people think there are significant risks in the stock (and bond… and real estate) market these days, but many choose to actively look the other way – as if the risks will simply go away if we don’t acknowledge them.