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Foundations

  • Foundations: Life’s Three Key Tradeoffs
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    Foundations: Life’s Three Key Tradeoffs

Foundations: Life’s Three Key Tradeoffs

Stephen Striegel2021-09-13T15:07:11+00:00

All decisions in life, large and small, financial and non-financial, are governed by three key tradeoffs: Risk vs. Return, Today vs. Tomorrow, and Self vs. Others.

Foundations: Life’s Three Key TradeoffsStephen Striegel2021-09-13T15:07:11+00:00
  • Foundations: Decision Consistency and Economic Rationality
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    Foundations: Decision Consistency and Economic Rationality

Foundations: Decision Consistency and Economic Rationality

Stephen Striegel2021-11-19T17:59:22+00:00

Protect Vulnerable Clients From Bad Decisions And Your Firm From Regulatory Risk.

Foundations: Decision Consistency and Economic RationalityStephen Striegel2021-11-19T17:59:22+00:00
  • Foundations: Risk Tolerance and Loss Aversion
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    Foundations: Risk Tolerance and Loss Aversion

Foundations: Risk Tolerance and Loss Aversion

Stephen Striegel2021-06-24T20:27:28+00:00

Common risk profiling approaches in use today often oversimplify risk preferences—there’s quite a bit more to the story.

Foundations: Risk Tolerance and Loss AversionStephen Striegel2021-06-24T20:27:28+00:00
  • Foundations: Stated vs. Revealed Preferences – Part 2
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    Foundations: Stated vs. Revealed Preferences – Part 2

Foundations: Stated vs. Revealed Preferences – Part 2

Stephen Striegel2021-06-24T20:30:24+00:00

The next generation of client profiling tools is built on breakthrough research that empowers advisors to understand clients through their decisions, not just their words.

Foundations: Stated vs. Revealed Preferences – Part 2Stephen Striegel2021-06-24T20:30:24+00:00
  • Foundations: Stated vs. Revealed Preferences – Part 1
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    Foundations: Stated vs. Revealed Preferences – Part 1

Foundations: Stated vs. Revealed Preferences – Part 1

Stephen Striegel2021-09-13T15:38:03+00:00

Risk tolerance questionnaires and dialogue offer an incomplete picture of a client’s risk preferences, resulting in advice that may be unsuitable for clients.

Foundations: Stated vs. Revealed Preferences – Part 1Stephen Striegel2021-09-13T15:38:03+00:00

Help your clients make purposeful decisions with their money

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