@fpassociation Elects New Directors to Its 2023 Board of Directors https://t.co/jG6DGJKMBj
Thank you Carl Christie, @Russ_Clifford, and @Beekrobert for your commitment to FPA and the profession!
Seth Godin explains that the job of a Real Financial Professional isn't about chasing an extra couple of basis points, it's about rewiring clients' stories.
https://t.co/hZ9wbrnEpZ
It’s one stop beyond risk profiling, it’s called suitability. London & Bristol workshops in December explore the framing of expectations against goals in the new regulatory world. https://t.co/oKu5FBdut5 https://t.co/y0BRNjhgc7
The #RegTech blackbook is a book written by multiple #RegTech specialists. With 25 different topics, ranging from women in #FinTech, to infrastructure of RegTech, to trends in RegTech.
https://t.co/idJlIDPEY4
Promo code 'LAUNCH10%'
Off to speak at #robo19 this morning. Debating @Beekrobert on question: Does Emotion Help or Hinder Investing?
I've somehow landed with arguing for "Help": actually emotions don't just help, but are vital for investing ... the key is never eliminating them, but managing them.
@behaviorgap@danariely Some quick videos on the basics of good Risk Tolerance assessment here: https://t.co/Y8JgdV5qtQ
(plus some with you @behaviorgap - though not on this topic ... we should debate this properly in London since there is lots of misunderstanding on the issue!).