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- Why do so many ultra-high net worth individuals feel that their heirs are ill-prepared and what is to be done about this? Also, why do so many families put off the difficult conversation of succession?
- Why is The Great Wealth Transfer, at its root, a behavioral problem and not a fiscal one?
- What are five psychological barriers that keep families from talking about money and succession planning? What are some of the ways advisors can work with their clients to overcome these barriers?
- Why is status quo bias a potent obstacle in succession planning?
- Why does perceived inequity in inheritance create such a charged emotional reaction among children? What is the deeper issue it betrays?
- What are the five conversations that parents should have with their heirs as a part of the psychological and emotional work required for effective succession planning?
- How can advisors automate the succession planning process as much as possible? What are the 6 steps of this process?
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جستجوی اپیزودهای گذشته
اپیزودهای قبلی Standard Deviations with Dr. Daniel Crosby را جستجو کن.
قسمت های دیگر در این پادکست
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Does Adam believe that most people have a money problem, or a meaning problem that money simply reveals?
What are some signs that someone is trying to solve a meaning problem with money and what would Adam counsel them to do instead if they saw this in themselves?
How does …
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If markets are as mad as Alex and Dr. Crosby suggest, why do we still see that most active managers have such a difficult time trying to beat markets?
When Alex tells stories about how sporting events or the weather might move the market, is there any signal there for the ave…
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What is the biggest lie advisors tell themselves about why their growth may be stagnating or slower than they might like?
What would Kendra say to advisors who are casting a really wide net about why they should drill down and create a more bespoke marketing funnel?
When Ke…
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Where’s the current interest and momentum in Behavioral Finance and where does Jay see it going next?
Why are investors so bad at affective forecasting (i.e. imagining how they’ll actually behave during a major market downturn)?
How can we get investors and advisors to “buy…
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Why do we need to begin to think about wealth in more qualitative terms with the upcoming Great Wealth Transfer?
How can we better prepare heirs to understand their newfound relationship with wealth?
Why does successful, multi-generational wealth preservation depend on more…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Dr. Daniel Crosby است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.
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