Joe Duran - Humanizing Wealth Management: How Personalization is Shaping the Future of Financial Services

Standard Deviations with Dr. Daniel Crosby by Standard Deviations with Dr. Daniel Crosby

Tune in to hear: What insight did Joe have that prompted him to start applying Behavioral Finance in practical ways while much of the industry was focused elsewhere? Why are so many firms relying on the old-fashioned edu...View more