Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
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Content provided by [email protected] (Alara Sage) and Alara Sage. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by [email protected] (Alara Sage) and Alara Sage 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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#163 - The Role of Financial Advisors in Wealth Management
Manage episode 472404288 series 3499982
Content provided by [email protected] (Alara Sage) and Alara Sage. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by [email protected] (Alara Sage) and Alara Sage 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 Wealth Embodied, host Alara Sage engages with financial advisor John Duguie to explore the dynamics between financial advisors and their clients. They discuss the importance of understanding financial advice, the impact of optimism bias on investment decisions, and the necessity of assessing risk tolerance.
Takeaways
- Financial advisors must understand their clients' needs and risk tolerance.
- Clients often lack the tools to assess their advisors' credibility.
- Asking the right questions can lead to better financial decisions.
- Optimism bias can cloud judgment in financial planning.
- The financial industry often promotes a positive outlook for business reasons.
- Risk tolerance varies significantly among individuals.
Connect with Alara Sage
Alara’s website
https://www.alarasage.com
Desire to work with Alara Sage?
Sign Up Here!
https://alarasage.as.me/connectioncall
100 episodes
Share
Manage episode 472404288 series 3499982
Content provided by [email protected] (Alara Sage) and Alara Sage. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by [email protected] (Alara Sage) and Alara Sage 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 Wealth Embodied, host Alara Sage engages with financial advisor John Duguie to explore the dynamics between financial advisors and their clients. They discuss the importance of understanding financial advice, the impact of optimism bias on investment decisions, and the necessity of assessing risk tolerance.
Takeaways
- Financial advisors must understand their clients' needs and risk tolerance.
- Clients often lack the tools to assess their advisors' credibility.
- Asking the right questions can lead to better financial decisions.
- Optimism bias can cloud judgment in financial planning.
- The financial industry often promotes a positive outlook for business reasons.
- Risk tolerance varies significantly among individuals.
Connect with Alara Sage
Alara’s website
https://www.alarasage.com
Desire to work with Alara Sage?
Sign Up Here!
https://alarasage.as.me/connectioncall
100 episodes
All episodes
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Similar to Wealth Embodied
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
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…
continue reading
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…
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…
continue reading
In today's world, there are so many forces that make us try to feel guilty for being MEN. This podcast was created to give guys just like you the skills to rediscover your masculine instincts. My sincere goal is to help you maximize your life in the areas of masculinity ... seduction .... dating ... self-development ... success ... money ... confidence ... sex ... and women. And to do it WITHOUT APOLOGY.
…
continue reading
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…
continue reading
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