Great training session with @thevoyantist this morning. Really looking forward to using the new feature to help clients make smart choices about their future.
From the 2020 BeFi Barometer Survey:
List of top biases advisors observed from clients.
Recency leads the way again.
Interestingly, almost all biases increased and the ones that fell only decreased slightly (other than Status Quo).
Amazing. "Top flight panel" on the future of the financial advice profession contains not a single financial adviser.
NAACs - it's the game to be in.
#NeverAdvisedAClient
We have now sold an incredible 250 copies of Nick Murray’s books
Thank you to everyone who’s bought books, gifted books and shared our tweets and details with their colleagues and peers
Sharing this knowledge will help 1000s of clients plan for their futures
One of the best things about being Chancellor is working in some of Britain’s most historic buildings.
This week I went to the balcony where Churchill made his victory speech 75 years ago today. It reminded me that when Britain comes together we can overcome anything. #VEDay
@martinwilcocks@RobWilcocks I'm pleased to of had a hand in this great book finding you. Is this the EIA or Behavioural Investment Counseling? You're now ready to read Around the Year 👌👌👌 it cannot be beaten.
There's 50% off our video, in partnership with @thevoyantist , 'A suitcase of financial misconceptions' which is the perfect tool to share with your clients as it emphasises the benefits of working with a financial adviser. Use discount code: feb50!video https://t.co/oioUCFEqvf
#MavenMoneyPodcast - Andy is joined by repeat guest, Daniel Crosby. Together they discuss some of the key topics behind Daniel's new book, and much more. @danielcrosby#behavioralinvestor https://t.co/eMSXw7MZAQ