Foundations: Understanding Social Preferences
Stephen Striegel2022-09-21T18:17:16+00:00Understanding your clients’ social preferences is pivotal to retaining and capturing their walletshare over the next decades.
Foundations: Life’s Three Key Tradeoffs
Stephen Striegel2021-09-13T15:07:11+00:00All 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: Decision Consistency and Economic Rationality
Stephen Striegel2021-11-19T17:59:22+00:00Protect Vulnerable Clients From Bad Decisions And Your Firm From Regulatory Risk.
Foundations: Risk Tolerance and Loss Aversion
Stephen Striegel2021-06-24T20:27:28+00:00Common risk profiling approaches in use today often oversimplify risk preferences—there’s quite a bit more to the story.
Foundations: Stated vs. Revealed Preferences – Part 2
Stephen Striegel2021-06-24T20:30:24+00:00The 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 1
Stephen Striegel2021-09-13T15:38:03+00:00Risk tolerance questionnaires and dialogue offer an incomplete picture of a client’s risk preferences, resulting in advice that may be unsuitable for clients.