Samantha Lamas's guest appearances

Samantha Lamas

Standard Deviations with Dr. Daniel Crosby

Sorbos de Suspenso Podcast

The Human Side of Money

HUM Curated Podcasts

IFA Talk

OwlTail

Podcast: Standard Deviations with Dr. Daniel Crosby (LS 47 · TOP 1% what is this?)Episode: Samantha Lamas - The Complicated Art of Making Things SimplePub date: 2022-07-28Tune in to hear:- Why is it often complicated to offer a simple and elegant solution for the common behavioral dilemmas that advisors face?- Why might psychological shortcuts potentially lead to gender bias in asset allocation?- Are there any salient differences between men and women, on average, in regards to risk tolerance?- How can we systematize the information gathering process during client intake in order to give more equitable advice?- Why is there often a discrepancy between where clients perceive value in working with an advisor and where the advisors themselves perceive they are adding value?- What are some ways that advisors can prime their clients for more effective goal setting?- If Samantha could offer just one small behavioral intervention to make life a little better for each of us, what would she suggest?https://twitter.com/SamanthaLamas4Compliance Code: 1116-OAS-6/27/2022 The podcast and artwork embedded on this page are from Dr. Daniel Crosby, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: <a href="https://www.listennotes.com/podcasts/standard-deviations-with-dr-daniel-crosby-f7AUD3F86oG/" rel="nofollow" target="_blank">Standard Deviations with Dr. Daniel Crosby</a> (LS 47 · TOP 1% <a href="https://www.listennotes.com/listen-score/" rel="nofollow" target="_blank">what is this?</a>) Episode: <a href="https://www.listennotes.com/e/1548fedf824d42479a4d9f848296f52d/" rel="nofollow" target="_blank">Samantha Lamas - The Complicated Art of Making Things Simple</a> Pub date: 2022-07-28 Tune in to hear:- Why is it often complicated to offer a simple and elegant solution for the common behavioral dilemmas that advisors face?- Why might psychological shortcuts potentially lead to gender bias in asset allocation?- Are there any salient differences between men and women, on average, in regards to risk tolerance?- How can we systematize the information gathering process during client intake in order to give more equitable advice?- Why is there often a discrepancy between where clients perceive value in working with an advisor and where the advisors themselves perceive they are adding value?- What are some ways that advisors can prime their clients for more effective goal setting?- If Samantha could offer just one small behavioral intervention to make life a little better for each of us, what would she suggest?<a href="https://twitter.com/SamanthaLamas4" rel="nofollow" target="_blank">https://twitter.com/SamanthaLamas4</a>Compliance Code: 1116-OAS-6/27/2022 The podcast and artwork embedded on this page are from Dr. Daniel Crosby, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Samantha Lamas - The Complicated Art of Making Things Simple

Tune in to hear:- Why is it often complicated to offer a simple and elegant solution for the common behavioral dilemmas that advisors face?- Why might psychological shortcuts potentially lead to gender bias in asset allocation?- Are there any salient differences between men and women, on average, in regards to risk tolerance?- How can we systematize the information gathering process during client intake in order to give more equitable advice?- Why is there often a discrepancy between where clients perceive value in working with an advisor and where the advisors themselves perceive they are adding value?- What are some ways that advisors can prime their clients for more effective goal setting?- If Samantha could offer just one small behavioral intervention to make life a little better for each of us, what would she suggest?https://twitter.com/SamanthaLamas4Compliance Code: 1116-OAS-6/27/2022 

Tune in to hear:- Why is it often complicated to offer a simple and elegant solution for the common behavioral dilemmas that advisors face?- Why might psychological shortcuts potentially lead to gender bias in asset allocation?- Are there any salient differences between men and women, on average, in regards to risk tolerance?- How can we systematize the information gathering process during client intake in order to give more equitable advice?- Why is there often a discrepancy between where clients perceive value in working with an advisor and where the advisors themselves perceive they are adding value?- What are some ways that advisors can prime their clients for more effective goal setting?- If Samantha could offer just one small behavioral intervention to make life a little better for each of us, what would she suggest?<a href="https://twitter.com/SamanthaLamas4" rel="nofollow" target="_blank">https://twitter.com/SamanthaLamas4</a>Compliance Code: 1116-OAS-6/27/2022

¡Escuchas! Acompañennos en esta nueva sección donde entrevistaremos a artistas de diversos ambitos con proyectos relacionados al terror, horror y todo esto que nos encanta en Sorbos de Suspenso :D sígannos en redes sociales para que se enteren de cuando estaremos haciendo estas entrevistas y las puedan disfrutar en vivo por Facebook y Youtube.Esta vez tenemos como invitada a Samantha Lamas. ¡Acompañanos a conocer más sobre ella!Conoce más sobre Samantha:https://samlamariz24.wixsite.com/websiteSíguenos en:facebook.com/psorbosdesuspensoinstagram.com/sorbospodcastinstagram.com/kanyhearts/instagram.com/efren.cabanas/instagram.com/mattsepuyoutube.com/c/SorbosdeSuspensoPodcasttiktok.com/@sorbosdesuspenso

¡Escuchas! Acompañennos en esta nueva sección donde entrevistaremos a artistas de diversos ambitos con proyectos relacionados al terror, horror y todo esto que nos encanta en Sorbos de Suspenso :D sígannos en redes sociales para que se enteren de cuando estaremos haciendo estas entrevistas y las puedan disfrutar en vivo por Facebook y Youtube. Esta vez tenemos como invitada a Samantha Lamas. ¡Acompañanos a conocer más sobre ella! Conoce más sobre Samantha: <a href="https://samlamariz24.wixsite.com/website" rel="noopener nofollow" target="_blank">https://samlamariz24.wixsite.com/website</a> Síguenos en: <a href="http://facebook.com/psorbosdesuspenso" rel="nofollow" target="_blank">facebook.com/psorbosdesuspenso</a> <a href="http://instagram.com/sorbospodcast" rel="nofollow" target="_blank">instagram.com/sorbospodcast</a> <a href="http://instagram.com/kanyhearts/" rel="nofollow" target="_blank">instagram.com/kanyhearts/</a> <a href="http://instagram.com/efren.cabanas/" rel="nofollow" target="_blank">instagram.com/efren.cabanas/</a> <a href="http://instagram.com/mattsepu" rel="nofollow" target="_blank">instagram.com/mattsepu</a> <a href="http://youtube.com/c/SorbosdeSuspensoPodcast" rel="nofollow" target="_blank">youtube.com/c/SorbosdeSuspensoPodcast</a> <a href="http://tiktok.com/@sorbosdesuspenso" rel="nofollow" target="_blank">tiktok.com/@sorbosdesuspenso</a>

#8 Entrevista con Samantha Lamas

We've all been inundated with information showing how behavioral biases impact financial decision making. But far less attention has been given to the fact that these same biases can undermine the identification and prioritization of goals. Research shows that there is indeed a gap between the goals clients think are important to them and the goals that are actually important. And that gap is forged by our biases and mental blind spots. Samantha Lamas and her colleagues at Morningstar have conducted the research for us and explains the impact these biases have and what advisors can do to help clients uncover their most meaningful goals. For more information and resources, visit www.wiredplanning.com/episode25.

We've all been inundated with information showing how behavioral biases impact financial decision making. But far less attention has been given to the fact that these same biases can undermine the identification and prioritization of goals. Research shows that there is indeed a gap between the goals clients think are important to them and the goals that are actually important. And that gap is forged by our biases and mental blind spots. Samantha Lamas and her colleagues at Morningstar have conducted the research for us and explains the impact these biases have and what advisors can do to help clients uncover their most meaningful goals. For more information and resources, visit <a href="https://www.wiredplanning.com/episode25" rel="nofollow" target="_blank">www.wiredplanning.com/episode25</a>.