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The New Frontier in Financial Advisory Business: Leveraging Quantified Self and Technology for Client Success
The New Frontier in Financial Advisory Business: Leveraging Quantified Self and Technology for Client Success 506 385 Wi-Ai.net

Benjamin Franklin famously tracked thirteen personal virtues in a daily journal to push himself towards moral perfection. “I…

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Financial Infidelity? A look at the pitfalls for couples and financial decision-making
Financial Infidelity? A look at the pitfalls for couples and financial decision-making 1080 903 Wi-Ai.net

According to recent research by leading UK financial service provider, Aviva, almost 2 in 5 people in the…

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How to support your clients in making better financial decisions
How to support your clients in making better financial decisions 1488 992 Wi-Ai.net

Are you a director or senior manager of a large financial advisory firm or network, pension/life assurance provider…

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Optimism Bias (and how best to discuss this with your financial services client)
Optimism Bias (and how best to discuss this with your financial services client) 1536 1024 Wi-Ai.net

If I asked you how likely you are to experience crime, illness, divorce, job loss or an accident,…

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time bomb with lit fuse
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Loss Aversion Bias and Client Retention
Loss Aversion Bias and Client Retention 2000 1333 Wi-Ai.net

“Losses loom larger than gains.” This cheery quote comes from psychologists Kahneman and Tversky who, in 1979, identified Loss…

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The Importance of Payback
The Importance of Payback 1080 1080 Wi-Ai.net

It’s vital to know what benefits you are getting when you choose to invest in new products or…

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What is Loss Aversion and how can it affect your clients’ investment decision-making?
What is Loss Aversion and how can it affect your clients’ investment decision-making? 2000 1600 Wi-Ai.net

Loss Aversion is a common bias experienced by investors. It’s a cognitive bias that clients can experience whereby…

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Optimism is often a good thing. Optimism Bias: less so.
Optimism is often a good thing. Optimism Bias: less so. 2000 1600 Wi-Ai.net

And the next bias-based challenge that a Financial Adviser may come across… Optimism Bias The clue is in…

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Anchoring Bias – Benign or malign? You decide!
Anchoring Bias – Benign or malign? You decide! 2000 1600 Wi-Ai.net

Another bias-based challenge that a Financial Adviser may come across… Anchoring Bias But what is it and how…

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What is Recency Bias?
What is Recency Bias? 2000 1600 Wi-Ai.net

If you are a Financial Adviser, perhaps the following scenario resonates with you. You are a Financial Adviser…

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