Designing the Future RIA – October 2024
Lately, our team has been discussing the peak-end rule, a psychological heuristic proposed by Barbara Fredrickson and Daniel Kahneman that says people largely judge experiences (whether positive or negative) based on how they felt at their peak (most intense point) and
Thinking Long Term, Communicating Short Term
When things are really uncertain and even scary, you want someone you can talk with, preferably face-to-face. Advisors know this better than anyone – or should. At the core of that communication for most advisors is constant encouragement for the clients