Ep 97: The Art of the Nudge – With Patrick Fagan
Update: 2023-08-04
Description
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 …
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