Ep 97: The Art of the Nudge – With Patrick Fagan

04/08/2023 36 min
Ep 97: The Art of the Nudge – With Patrick Fagan

Listen "Ep 97: The Art of the Nudge – With Patrick Fagan"

Episode Synopsis

We know that internal biases form specific client personas which, in turn, shape a person’s approach to making financial decisions. Financial professionals can use those biases as a “nudge” rather than an obstacle to build more productive client relationships.  In this episode, Laura Gregg and David Partain speak with Patrick Fagan, Chief Scientific Officer at …