102: Delivering Advice That’s Easy To Implement By Making It Reasonable Not Rational

from The Human Side of Money · host Brendan Frazier

Lack of follow-through and implementation of advice is a widespread problem. One study revealed this gut-wrenching stat: 70% of clients implement less than 20% of financial planning recommendations. There are a number of reasons to explain this. A primary reason is that advisors deliver advice that looks good on a spreadsheet, but it doesn’t fit … Read More Read More

Episode metadata supplied by the publisher feed · Published Nov 30, 2023

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102: Delivering Advice That’s Easy To Implement By Making It Reasonable Not Rational

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