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Treść dostarczona przez Netwealth Investments Limited. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Netwealth Investments Limited lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
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Ep 86: Scientifically revealing client preferences for personalised wealth advice - Shachar Kariv & Bernard Del Ray
Manage episode 404674299 series 2074376
Treść dostarczona przez Netwealth Investments Limited. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Netwealth Investments Limited lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Hear Shachar Kariv and Bernard Del Ray, co-founders of Capital Preferences, a company that provides solutions for understanding client preferences and behaviours in financial decision making, describe their research, background and motivations.
Shachar and Bernard outline the challenges and limitations of traditional risk profiling methods. They break down the innovations and applications of Capital Preferences' tools in areas such as risk aversion, loss aversion, ambiguity aversion, multi-dimensional social preferences, and how to go about advising the modern couple. They also discuss the trends and opportunities for utilising these tools in financial advice and wealth management, especially in the context of personalisation, inter-generational client engagement, and enabling clients to achieve greater financial wellbeing.
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Manage episode 404674299 series 2074376
Treść dostarczona przez Netwealth Investments Limited. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Netwealth Investments Limited lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Hear Shachar Kariv and Bernard Del Ray, co-founders of Capital Preferences, a company that provides solutions for understanding client preferences and behaviours in financial decision making, describe their research, background and motivations.
Shachar and Bernard outline the challenges and limitations of traditional risk profiling methods. They break down the innovations and applications of Capital Preferences' tools in areas such as risk aversion, loss aversion, ambiguity aversion, multi-dimensional social preferences, and how to go about advising the modern couple. They also discuss the trends and opportunities for utilising these tools in financial advice and wealth management, especially in the context of personalisation, inter-generational client engagement, and enabling clients to achieve greater financial wellbeing.
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Podobny do Between Meetings with Matt Heine
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
Evan Davis hosts the business conversation show with insights from the people at the top.
…
continue reading
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…
continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Radio Advisory is your weekly download on how to untangle healthcare's most pressing challenges, powered by 40 years of Advisory Board research. Whether it's workforce shortages, industry disruptors, or health equity strategy, we're here to help. Our hosts and seasoned researchers talk with industry experts to equip you with knowledge to confront today’s unanswered questions in healthcare. New episodes drop every Tuesday. | www.advisory.com
…
continue reading
You spend a quarter of your life at work. You should enjoy it! Organizational psychologist Adam Grant takes you inside the minds of some of the world’s most unusual professionals to discover the keys to a better work life. From learning how to love your rivals to harnessing the power of frustration, one thing’s for sure: You’ll never see your job the same way again. Produced in partnership with Transmitter Media.
…
continue reading
The McKinsey Podcast, our new flagship podcast series, takes you inside our global firm, and features conversations with experts on issues that matter most in business and management. McKinsey & Company is a management-consulting firm that helps businesses, governments, and not-for-profit organizations realize their most important goals. Topics covered in this series include strategy, technology, leadership, marketing, operations, organization, and the role of business in society.
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
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continue reading
Player FM - aplikacja do podcastów
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Przejdź do trybu offline z Player FM !
