Where does finance and psychology intersect?

“Those who manage to save and invest can still fall prey to all kinds of mistakes owing to unconscious biases, lack of knowledge, overconfidence, and faulty rules of thumb. And, with thousands of investment products to choose from, they may get stuck in analysis paralysis because of what Christine Benz aptly calls the ‘financial complexity complex’. Then, after decades of saving and investment, many of those who reach financial freedom find it difficult to enjoy the fruits of their labour.”

Where does finance and psychology intersect? (Christine Benz)

The client experience

How do we teach financial literacy to young people? (Salvatore Nigro)

How the advice profession could benefit from a financially literate public (Dan Raggett)

Your business’ value can lie in simply making clients’ lives easier (Tony Vidler)

The advisory profession

The active manager who changed his ways (The Evidence-Based Investor)

Soft skills that advisers need to master (Emily Holbrook)

Are subscription-style fees the future for advice? (Chloe Cheung)

Work and business

Work ambition doesn’t have to get in the way of your lifestyle (Brett Davidson)

How to hire inclusively (Carmen Reichman)

Is compromise the answer to the working from home debate? (Gene Marks)

Adviser marketing

Four guidelines to social media success (Blair Kelly)

Why digital marketing is so important for financial advisers (Jack Waymire)

Is social media the best avenue for finding young clients? (Damian Fantato)

CONTENT FOR ADVISERS

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