About Stephen Striegel

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So far Stephen Striegel has created 10 blog entries.

The Social Currency of a Personalized ESG Investing Experience

2021-12-05T13:17:05+00:00

ESG investing presents a new form of social capital for firms. Clients who receive a strong ESG investing experience are more likely to promote their advisors, add AUM, and refer friends.

The Social Currency of a Personalized ESG Investing Experience2021-12-05T13:17:05+00:00

The Hidden Danger of Couples with Incoherent Risk Preferences

2021-10-27T19:34:53+00:00

We have found that 5-10% of couples have at least one partner with incoherent risk preferences—and that represents a hidden danger, both for the clients and for the advisor.

The Hidden Danger of Couples with Incoherent Risk Preferences2021-10-27T19:34:53+00:00

Financial Personality Tests – Shouldn’t the Industry Be Better Than That?

2021-09-10T18:55:03+00:00

Financial personality tests are widely used to engage prospective clients through self-discovery - but they are more art than science. There is a better, more scientific way forward.

Financial Personality Tests – Shouldn’t the Industry Be Better Than That?2021-09-10T18:55:03+00:00