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NOW Magazine Katy Milkman on “How to Change: The Science of Getting from Where You Are to Where You Want to Be” Katy Milkman on “How to Change: The Science of Getting from Where You Are to Where You Want to Be” Katy Milkman on “How to Change: The Science of Getting from Where You Are to Where You Want to Be” by 98 98 people viewed this event. Join us for a 1-hour livestream featuring Katy Milkman, James G. Dinan Professor, The Wharton School, University of Pennsylvania; Host, Choiceology Podcast; Author in conversation with Dilip Soman, Canada Research Chair in Behavioural Science and Economics, and Director – Behavioural Economics in Action Research Centre at Rotman [B ....
Mark Burgess Understanding clients’ personalities and how they respond to risk can lead to stronger relationships where advice is followed, a study from TD Wealth says. TD Wealth has made use of the big five personality traits conscientiousness, agreeableness, reactiveness, extroversion and openness for its wealth personality assessment tool. Research has shown the traits are related to risk preferences and investment decisions. In a report released Tuesday, researchers analyzed data from an online survey of 2,088 mass-affluent Canadians that TD conducted with the Maru Group in 2018. The report offers insight into how advisors can adjust to different clients based on their personalities and how clients are likely to respond in different risk environments. ....
Mark Burgess Understanding clients’ personalities and how they respond to risk can lead to stronger relationships where advice is followed, a study from TD Wealth says. TD Wealth has made use of the big five personality traits conscientiousness, agreeableness, reactiveness, extroversion and openness for its wealth personality assessment tool. Research has shown the traits are related to risk preferences and investment decisions. In a report released Tuesday, researchers analyzed data from an online survey of 2,088 mass-affluent Canadians that TD conducted with the Maru Group in 2018. The report offers insight into how advisors can adjust to different clients based on their personalities and how clients are likely to respond in different risk environments. ....