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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Dec 19, 2017

Today we have a different kind of guest on the show, and he offers a unique perspective for more reasons than one. Not only is Dan Egan a representative of the so-called “robo-advisor” Betterment, but, ironically, he also serves as their Director of Behavioral Finance and Investments. Given that the primary criticism robo-advisors get is for their supposed inability to help clients with their behavioral issues when it comes to investing, Dan provides an interesting viewpoint that is also very informative.

In this episode, Dan shares the real picture of how things work for onboarding clients at businesses like Betterment, how his company tests behavioral finance interventions using a robust scientific process, and what we can all learn from their findings. Listen in to hear the insights they’ve gained, as well as advice that all advisors can apply to improve their own services.

For show notes and more visit: https://www.kitces.com/51 

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