Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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Content provided by David DeCelle and Model FA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David DeCelle and Model FA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Raising the Bar: People Skills, AI, and the Future of Financial Advice with Dr. Joshua Wilson
Manage episode 482549491 series 2709297
Content provided by David DeCelle and Model FA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David DeCelle and Model FA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode of the Model FA Podcast, David DeCelle is joined by Dr. Joshua Wilson, a behavioral finance expert with a PhD and a background in advisory, to discuss his journey and insights within the financial services industry. He emphasizes the importance of understanding subconscious decision-making in client relationships and the need for advisors to integrate behavioral finance principles beyond just education. Dr. Wilson highlights the significance of pre-client conversations and the emotional connection with clients. He also discusses the impact of AI on the industry, suggesting it will raise the bar for advisors, necessitating a focus on human elements and emotional intelligence. Dr. Wilson recommends the book "The Freedom of Self-Forgetfulness" by Tim Keller for its exploration of gospel humility and self-worth.
In this episode:
Introduction and Guest Background
Motivation Behind Pursuing a PhD
Behavioral Finance Philosophy
Client Connection Strategies
Center of Influence (COI) Relationship Management
Technology and Future of Wealth Management
Career Advice for Young Professionals
Personal Development and Recommended Reading
Conclusion and Contact Information
Connect with Dr. Wilson:
Email: [email protected]
About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.
Our Team:
President of Model FA, David DeCelle
If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
102 episodes
Share
Manage episode 482549491 series 2709297
Content provided by David DeCelle and Model FA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David DeCelle and Model FA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode of the Model FA Podcast, David DeCelle is joined by Dr. Joshua Wilson, a behavioral finance expert with a PhD and a background in advisory, to discuss his journey and insights within the financial services industry. He emphasizes the importance of understanding subconscious decision-making in client relationships and the need for advisors to integrate behavioral finance principles beyond just education. Dr. Wilson highlights the significance of pre-client conversations and the emotional connection with clients. He also discusses the impact of AI on the industry, suggesting it will raise the bar for advisors, necessitating a focus on human elements and emotional intelligence. Dr. Wilson recommends the book "The Freedom of Self-Forgetfulness" by Tim Keller for its exploration of gospel humility and self-worth.
In this episode:
Introduction and Guest Background
Motivation Behind Pursuing a PhD
Behavioral Finance Philosophy
Client Connection Strategies
Center of Influence (COI) Relationship Management
Technology and Future of Wealth Management
Career Advice for Young Professionals
Personal Development and Recommended Reading
Conclusion and Contact Information
Connect with Dr. Wilson:
Email: [email protected]
About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.
Our Team:
President of Model FA, David DeCelle
If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
102 episodes
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Similar to Model FA Podcast
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continue reading
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continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
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