TrueProfile

[TrueProfile @TrueProfileSays]

Advisors Who Know Their Clients Best, Win--Results from a major new benchmarking study. https://t.co/p8XshdFvgP

[TrueProfile @TrueProfileSays]

Find out if you have Client Understanding blind spots. Super excited to offer this unique benchmarking opportunity to financial planners and advisers in the USA, Australia and New Zealand! https://t.co/eWPTB1LrxH

[TrueProfile @TrueProfileSays]

Thrilled to announce open registration of a unique course--Applied Behavioral Economics for Financial Advisors. Hosted at UC Berkeley, the birthplace of behavioral economics. Aug 16-17. 10 hrs CE credit. Come for the course, stay for the weekend! https://t.co/4RX0pJt4hW

[TrueProfile @TrueProfileSays]

Very thoughtful post from Scott MacKillop @firstascentam. Easy to lose sight of human connection amidst the fintech hype. https://t.co/7yTjrw0e20

[TrueProfile @TrueProfileSays]

@fpassociation @PortfolioForum @BerkeleyExecEd are partnering with TrueProfile to conduct a unique study on the State of Client Understanding in financial advice. Please help us out! No cost to participate. Details here https://t.co/eWPTB1LrxH

[TrueProfile @TrueProfileSays]

@FPApubs does 10 Qs with Prof Shachar Kariv. Topics: Revealed preferences, client ambiguity aversion, and more https://t.co/k59mAKjkCA ^PS

[TrueProfile @TrueProfileSays]

Excited to partner with @fpassociation and @BerkeleyExecEd to make behavioral economics technology and education more accessible for financial planners https://t.co/w7gEotaQCY

[TrueProfile @TrueProfileSays]

Mark Nagle: an Englishman helping to shape Australia's advice profession. @MNFinLife thanks for attending the UC Berkeley session with Shachar Kariv! https://t.co/zcaGPNzNuH ^PS

[TrueProfile @TrueProfileSays]

Global Webinar #2 (free and open to all) in our Applied Behavioural Economics for Financial Advisors series: April 5th, noon AEDT (Australia). Register here: https://t.co/5kMpVztwJo ^PS

[TrueProfile @TrueProfileSays]

@Vanguard_Group encourages advisors to shift focus from portfolios to people for greater value add. Read more + how behavioral economics plays a critical role in client understanding https://t.co/zWp8C8aO2N ^BDR

[TrueProfile @TrueProfileSays]

New study from @hartfordfunds shows that many Americans are overconfident + GFC is a distant memory. To advisors, we'd say, know which clients are loss averse so you're prepared to help them through any situation. Learn more: https://t.co/Gca0Btlnl5 ^PS

[TrueProfile @TrueProfileSays]

Great article by @firstascentam CEO Scott MacKillop about 'gurus' and why we should ignore them. Featuring some of that science we love so much here at TrueProfile https://t.co/sekIo7e2Qq ^PS

[TrueProfile @TrueProfileSays]

What do behavioral economic methods of client profiling have in common with the X-Ray? Find out: https://t.co/YBKBWt1CzI

[TrueProfile @TrueProfileSays]

This month we launched our blog, Client First, with the goal of shining a light into previously dark areas of client understanding. Join us in imagining an industry where your intuition is bolstered by the best science and tools available: https://t.co/DQXQaPP27G

[Jason Del Rey @DelRey]

Amazon Go, a high-tech version of a 7-Eleven, will finally open on Monday — with no checkout lines and no cashiers https://t.co/wkXHl6X6Ex

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

RT @marieswift In this provocative article published by @wealth_mgmt magazine in their 2018 Outlooks Report, Bernard Del Rey, the CEO of @TrueProfileSays, says that Risk Tolerance Questionnaires are on their way to the graveyard now:
https://t.co/7tIMRUpOnD …

[TrueProfile @TrueProfileSays]

Creating The Right Client Profile https://t.co/Lk50GiM8KO

[Randy Kaufman @RandyAKaufman]

My article on impact investing made it to Investments and Wealth Monitor. See: https://t.co/pqmFuEyFJC

[TrueProfile @TrueProfileSays]

Thanks @jrusoff2 for the insightful and entertaining interview with Shachar Kariv! https://t.co/PiwoPe6MS8

[jane wollman rusoff @jrusoff2]

Need to Know Your Clients Better? Try Playing a Game https://t.co/gDHdxvjDQA

[TrueProfile @TrueProfileSays]

A Surefire Way to Better Serve Your Clients and Build a Stronger Practice https://t.co/L5uz0uXwtC @FirstAscentAm