39 min
Episode 51–Advisor Behavioral Finance Trends Amid Covid-19, featuring Omar Aguilar, PhD The Exceptional Advisor Podcast
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- Investing
Robert Powell, editor of Retirement Daily at The Street, interviews Omar Aguilar, Senior Vice President and Chief Investment Officer, Passive Equities and Multi-asset Strategies. Listen in as they dive into the unprecedented period of market turbulence and societal turmoil—and discuss a unique backdrop in which to consider the effects of behavioral finance on advisors and their clients. Omar will share ideas, insights and easy-to-implement techniques to help advisors manage client expectations and biases during these uncertain times.
This episode is brought to you by the Investments & Wealth Institute in partnership with Charles Schwab Investment Management Inc.
(0820-0NXY)
Robert Powell, editor of Retirement Daily at The Street, interviews Omar Aguilar, Senior Vice President and Chief Investment Officer, Passive Equities and Multi-asset Strategies. Listen in as they dive into the unprecedented period of market turbulence and societal turmoil—and discuss a unique backdrop in which to consider the effects of behavioral finance on advisors and their clients. Omar will share ideas, insights and easy-to-implement techniques to help advisors manage client expectations and biases during these uncertain times.
This episode is brought to you by the Investments & Wealth Institute in partnership with Charles Schwab Investment Management Inc.
(0820-0NXY)
39 min