Samantha Lamas - Mastering Simplicity: The Art of Simplifying Complexity

Tune in to hear: - Why is it often complicated to offer a simple and elegant solution for the common behavioral dilemmas that advisors face? - Why might psychological shortcuts potentially lead to gender bias in asset allocation? - Are there any salient differences between men and women, on average, in regards to risk tolerance? - How can we systematize the information gathering process during client intake in order to give more equitable advice? - Why is there often a discrepancy between where clients perceive value in working with an advisor and where the advisors themselves perceive they are adding value? - What are some ways that advisors can prime their clients for more effective goal setting? - If Samantha could offer just one small behavioral intervention to make life a little better for each of us, what would she suggest? https://twitter.com/SamanthaLamas4 Compliance Code: 1116-OAS-6/27/2022