Podcast: Standard Deviations with Dr. Daniel Crosby (LS 48 · TOP 1% what is this?)
Episode: Philip Courtenay - Humans and Money: Exploring the Relationship Between Emotions and Financial Choices
Pub date: 2024-03-21

Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization

Tune in to hear:

• What did Philip’s research on the drivers of financial advice seeking uncover? Additionally, what might stand in the way of clients taking advice?
• What can the industry do to reduce economic barriers to entry for getting advice?
• What about reducing emotional barriers to entry for getting advice?
• What mistakes do advisors make when it comes to changing behavior and what could we be doing better as an industry?
• What is Philip’s “SHAPE” framework and how can it be applied to your business?
• Why might we be asking for referrals in the wrong way and what can we do to improve this?
• Philip breaks down client anxiety into two distinct categories. What are each of these types of anxiety and what should each of these signal to advisors?
• How can advisors best demonstrate their value in this new world we find ourselves in?

Links

• Philip Courtenay on LinkedIn
• Humans and Money

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 0566-OAS-3/6/2024

The podcast and artwork embedded on this page are from Dr. Daniel Crosby, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.