Behavior Gap Radio

Spreadsheets & Stories for Advisors


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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.
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Behavior Gap RadioBy Carl Richards

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