As an expert in applied decision science and behavioral finance, Greg gives one example after another on how you can design your practice, your process, and your conversations for optimal behavior and better outcomes. Greg Davies (Twitter and LinkedIn) is the head of behavior at Oxford Risk, where he focuses on improving financial decision making …
After a serendipitous sequence of events, we’ve officially changed the name to The Human Side of Money. New name. Same look. Same mission. The sole purpose of this podcast is to be the your go-to resource for applying behavioral finance into your practice and mastering the human side of money!
Financial planners and advisors recognize the importance of applying behavioral finance into their practice, especially as the value and future of advice continues to shift towards the human side of money. When asked why the don’t implement behavioral finance into their practice, the top two answers aren’t surprising to anyone: Difficulty translating theory …
The value and future of financial advice is currently facing a crossroads as it shifts towards blending technical advice with the ability to change behavior. In this episode, Brendan tells the story of a client meeting he observed that helped shine a light on the forces causing this shift and why most advisors and advisory …