Eben Burr's guest appearances

Eben Burr

Standard Deviations with Dr. Daniel Crosby

Orion's The Weighing Machine

The Exceptional Advisor Podcast

Jamie Hopkins

Daniel Crosby

Carl Richards

Michael Falk

Roger Whitney

Brett McKay

Jeff Zentner

Joe Saul-Sehy

Sarah Stanley Fallaw

Bernie Madoff

Michael Kitces

Perth Tolle

Doug Boneparth

Natalie Taylor

Phil Huber

OwlTail

Tune in to hear:- Why did Eben’s company Toews create the holiday “ National Investment Risk Management Day?”- What are some of Eben’s candidates for the worst investment ideas of the year?- How can we be open to innovation and progress without becoming too easy to fool?- For folks who did “everything right” last year, they still had a really tough year - how can we convince people to engage in prudent risk management behaviors when you are still going to take a hit sometimes regardless of doing the right thing? - How can investors be thoughtful about managing risk once they have the basics of a diversified portfolio covered?- Toews has a yearly survey that compares advisor and end investor perceptions across a couple market realities - where are they finding that advisors and clients seeing eye to eye and where do they see things differently?- What would Eben council advisors do differently based on the findings of the above study?https://toewscorp.comhttps://biicoaching.comCompliance Code: 0363-OAS-2/8/2023Copy: 0356-OAS-2/7/2023

Tune in to hear:- Why did Eben’s company Toews create the holiday “ National Investment Risk Management Day?”- What are some of Eben’s candidates for the worst investment ideas of the year?- How can we be open to innovation and progress without becoming too easy to fool?- For folks who did “everything right” last year, they still had a really tough year - how can we convince people to engage in prudent risk management behaviors when you are still going to take a hit sometimes regardless of doing the right thing? - How can investors be thoughtful about managing risk once they have the basics of a diversified portfolio covered?- Toews has a yearly survey that compares advisor and end investor perceptions across a couple market realities - where are they finding that advisors and clients seeing eye to eye and where do they see things differently?- What would Eben council advisors do differently based on the findings of the above study?<a href="https://toewscorp.com" rel="nofollow" target="_blank">https://toewscorp.com</a><a href="https://biicoaching.com" rel="nofollow" target="_blank">https://biicoaching.com</a>Compliance Code: 0363-OAS-2/8/2023Copy: 0356-OAS-2/7/2023

Eben Burr - Peace and Growth: The Case for Risk Management

Tune in to hear:- In a study that Eben helped conduct, clients were three times as likely to say they are very knowledgable about markets than their advisors were likely to say about them. Men had a similarly outsized response and were three times more likely than women to say they were knowledgable. Are clients overestimating their ability to understand markets or are their advisors not giving them enough credit?- What can the financial services community do to minimize the delta between who people are and how we see them?- What is Eben’s take away from men, in general, being more confident in their financial aptitude than women? Are they merely being overconfident?- Should advisors really work to temper their clients’ expectations of forward returns?- How can advisors give plans that actually stick and resonate with their clients?- Is it a financial advisor’s job to be a watch person for financial bubbles?https://toewscorp.comCompliance Code: 2276-OAS-8/12/2021https://biicoaching.com

Tune in to hear:- In a study that Eben helped conduct, clients were three times as likely to say they are very knowledgable about markets than their advisors were likely to say about them. Men had a similarly outsized response and were three times more likely than women to say they were knowledgable. Are clients overestimating their ability to understand markets or are their advisors not giving them enough credit?- What can the financial services community do to minimize the delta between who people are and how we see them?- What is Eben’s take away from men, in general, being more confident in their financial aptitude than women? Are they merely being overconfident?- Should advisors really work to temper their clients’ expectations of forward returns?- How can advisors give plans that actually stick and resonate with their clients?- Is it a financial advisor’s job to be a watch person for financial bubbles?<a href="https://toewscorp.com" rel="nofollow" target="_blank">https://toewscorp.com</a>Compliance Code: 2276-OAS-8/12/2021<a href="https://biicoaching.com" rel="nofollow" target="_blank">https://biicoaching.com</a>

Eben Burr - Creating a Client Plan

Robert Powell, the editor of Retirement Daily at The Street, interviews Eben Burr, Managing Director &amp; Behavioral Finance Educator at Toews Corporation.

Robert Powell, the editor of Retirement Daily at The Street, interviews Eben Burr, Managing Director &amp; Behavioral Finance Educator at Toews Corporation.

Episode 54–Opening Doors to Growth w/Eben Burr