Knowing Me, Knowing You
Knowing Me, Knowing You – The Podcast For The Future of Wealth Management
The Knowing Me, Knowing You Podcast is where forward-thinking wealth managers, tech innovators, and engaged clients come together to explore the future of client discovery and engagement to drive growth.
Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth.
Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money and purpose—this podcast is for you.
Better conversations. Smarter decisions. Stronger connections. Subscribe now.
Knowing Me, Knowing You
22. The ‘Right’ Way to Invest: Why so Many Advisors Don’t Follow Best Practices and What to Do About It with Dr. Harry Mamaysky
Harry Mamaysky gets the feeling that a lot of advisors aren’t keeping up with the latest research – or any research at all, for that matter. And he’s not here to blame advisors! The financial industry is incentivized to attract new clients, which is typically best accomplished by emotional appeals rather than academic research.
Is it possible to apply investment best practices and still meet the emotional needs of every prospect and client? Tune in for a fascinating discussion with Harry Mamaysky, a professor at Columbia Business School and the co-founder of QuantStreet Capital in New York.
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