Project Description

Berkeley scientist develops game for advice clients

Our team has met with Mark Smith of the Financial Standard to discuss our tool, and the insights of revealed preferences.

The decision making process is designed to reveal where a client sits in relation to three key trade-offs that govern their financial lives: risk versus reward, receiving money now versus locking in money for the future and decisions which benefit the self versus decisions which benefit others.

“Getting insight into how someone responds to different circumstances gives advisers the ability to anticipate how they will respond in times of duress or in times of opportunity,” Del Rey said.

 

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Bernard Del Rey
Bernard Del ReyCEO & Founder