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 is the head of behavior at Oxford Risk, where he focuses on improving financial decision-making through the use of …
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!
In an industry where 99% of the training, certifications, designations, and conferences are geared towards the technical side of the relationship, high-quality, top-notch resources on applying behavioral finance in your practice are sparse. In this episode, Brendan answers the most common question posed by advisors and planners when it comes to the human side of …
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 …