#163 - The Role of Financial Advisors in Wealth Management

Wealth Embodied

A tartalmat a [email protected] (Alara Sage) and Alara Sage biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a [email protected] (Alara Sage) and Alara Sage vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

7M ago 26:45

MP3•Epizód kép

In this episode of Wealth Embodied, host Alara Sage engages with financial advisor John Duguie to explore the dynamics between financial advisors and their clients. They discuss the importance of understanding financial advice, the impact of optimism bias on investment decisions, and the necessity of assessing risk tolerance.

Takeaways

- Financial advisors must understand their clients' needs and risk tolerance.
- Clients often lack the tools to assess their advisors' credibility.
- Asking the right questions can lead to better financial decisions.
- Optimism bias can cloud judgment in financial planning.
- The financial industry often promotes a positive outlook for business reasons.
- Risk tolerance varies significantly among individuals.

Connect with Alara Sage

Alara’s website
https://www.alarasage.com
Desire to work with Alara Sage?
Sign Up Here!
https://alarasage.as.me/connectioncall

100 epizódok

#Religion #Women #Empowerment #Embodied #Truth #[email protected] (Alara Sage #Alara Sage #Business #Podcasting Education #Self-Improvement #Authentic #And Selfawareness