Behavior Gap Radio

Spreadsheets & Stories for Advisors


Listen Later

In June, I wrote a column for the New York Times that focused on the concept that dealing with money is both an art and a science. We see this play out in what I've referred to as spreadsheets and stories. Today, I wanted to share with you how you can help your clients navigate both the spreadsheets and the stories they tell themselves to relate to money. It's one of the things that separates real financial advisors from algorithms. To learn more about being a real financial advisor, sign up for the Behavior Gap Newsletter: www.behaviorgap.com.
...more
View all episodesView all episodes
Download on the App Store

Behavior Gap RadioBy Carl Richards

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

114 ratings


More shows like Behavior Gap Radio

View all
WEALTHTRACK by Consuelo Mack

WEALTHTRACK

267 Listeners

Masters in Business by Bloomberg

Masters in Business

2,190 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

933 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,983 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

456 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

432 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,050 Listeners

The Long View by Morningstar

The Long View

873 Listeners

Sound Investing by Paul Merriman

Sound Investing

330 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

237 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

110 Listeners

Ask The Compound by The Compound

Ask The Compound

298 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

125 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

124 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

984 Listeners