Tune in to hear:

- When we narrow down the financial advisors to those who we would trust to manage our spouse’s or parent’s finances, Steve thinks that we do so largely on behavioral factors alone. Which behavioral considerations make someone a trusted advisor?

- From the outside looking in (i.e. if you don’t personally know an advisor beforehand), how can one make a determination about whether an advisor is going to be one of the handful of advisors that another advisor might entrust with their family’s finances?

- Where does Steve think we are headed as an industry? How might we communicate the broader value we can offer to the investing public when they still largely think of us as “stock pickers?”

- What has Steve seen that really knits clients and advisors together?

- What is one thing, from a productivity standpoint, that Steve sees advisors failing to do or a place where they’re leaving value on the table?

- What’s an example of a common high effort, low impact advisor behavior?

- How can we begin to combat inflation at a time like this?

https://podcasts.apple.com/us/podcast/the-admired-advisor-podcast/id1519857134

https://books.google.com/books/about/27_Principles_Every_Investor_Should_Know.html?id=C6yGxgEACAAJ

Compliance Code:  0994-OAS-6/8/2022