Remove blog ask-clients-question-future-self-status-quo-bias-take-action
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Encourage Clients To Take Action By Asking Their Future Self

CFO News Room

Change is difficult, and when faced with the prospect of a change, many people opt to stick with the status quo. Advisors encounter this ‘status quo bias’ with clients who resist taking action on recommendations. Executive Summary.

Planning 130
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Transcript: Dave Nadig

Barry Ritholtz

How to take your wealth and turn it into more wealth through all of these tools out there from, you know, IPOs to derivatives? Because if you’re going to understand the asset management industry, you need to understand, well, why are managed futures part of the conversation here today, but not six months ago? NADIG: Yeah.

Finance 108