Sarah Asebedo's guest appearances

Sarah Asebedo

Standard Deviations with Dr. Daniel Crosby

The Human Side of Money

OwlTail

Tune in to hear:- What role does positive psychology play in financial planning? More broadly, what is positive psychology and how is it differentiated from the popular conception of behavioral finance as the study of bias?- What is the “three good things” intervention and why does it work? Is it applicable in a financial context as well?- What do you do when someone attributes the best things in life to happenstance or luck? How can you potentially reorient this into something with a more internal locus of control?- Why is money uniquely ripe for conflict and why are advisors well-positioned to help?- What are the primary stages of financial conflict resolution?- Is neuroticism the main personality trait, of the “Big 5,” that advisors would want to be aware of in their clients or do other personality traits play a big role in making sound investment decisions as well?https://www.linkedin.com/in/sarahasebedophdcfpCompliance Code: 1117-OAS-6/27/2022

Tune in to hear:- What role does positive psychology play in financial planning? More broadly, what is positive psychology and how is it differentiated from the popular conception of behavioral finance as the study of bias?- What is the “three good things” intervention and why does it work? Is it applicable in a financial context as well?- What do you do when someone attributes the best things in life to happenstance or luck? How can you potentially reorient this into something with a more internal locus of control?- Why is money uniquely ripe for conflict and why are advisors well-positioned to help?- What are the primary stages of financial conflict resolution?- Is neuroticism the main personality trait, of the “Big 5,” that advisors would want to be aware of in their clients or do other personality traits play a big role in making sound investment decisions as well?<a href="https://www.linkedin.com/in/sarahasebedophdcfp" rel="nofollow" target="_blank">https://www.linkedin.com/in/sarahasebedophdcfp</a>Compliance Code: 1117-OAS-6/27/2022

Dr. Sarah Asebedo - Resolving Financial Conflict

Every financial advisors knows how crucial it is to effectively build trust and connection with prospects and clients. Study after study and story after story will tell you that's what clients look for when choosing an advisor and it's why they stay with their advisors. But, is it even possible to build the same level of trust and connection virtually? Is it reasonable to expect the same level of comprehension and follow-through from the client (or prospective client)? Dr. Sarah Asebedo and her colleagues conducted a study to help financial advisors and financial planners better understand the keys to building trust and connection in virtual meetings. For more resources and information from this episode, visit www.wiredplanning.com/episode27

Every financial advisors knows how crucial it is to effectively build trust and connection with prospects and clients. Study after study and story after story will tell you that's what clients look for when choosing an advisor and it's why they stay with their advisors. But, is it even possible to build the same level of trust and connection virtually? Is it reasonable to expect the same level of comprehension and follow-through from the client (or prospective client)? Dr. Sarah Asebedo and her colleagues conducted a study to help financial advisors and financial planners better understand the keys to building trust and connection in virtual meetings. For more resources and information from this episode, visit <a href="https://www.wiredplanning.com/episode27" rel="noopener nofollow" target="_blank">www.wiredplanning.com/episode27</a>