Samantha Lamas - Mastering Simplicity: The Art of Simplifying Complexity
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Podcast: Standard Deviations with Dr. Daniel Crosby) (LS 48 · TOP 1% what is this?))Episode: Samantha Lamas - Mastering Simplicity: The Art of Simplifying Complexity)Pub date: 2022-07-28[Get Podcast Transcript →](https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/1548fedf824d42479a4d9f848296f52d/&notes=Samantha Lamas - Mastering Simplicity: The Art of Simplifying Complexity))powered by Listen411) - fast audio-to-text and summarization 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?

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