Kate Stalter on how cognitive biases affect investment decisions – MAF151

This week I talk to Kate Stalter about cognitive biases and how they affect investment decisions.

She’s a journalist turned financial adviser so we also chat about how media coverage can influence people’s biases.

Welcome to episode 151 of the Marketing and Finance Podcast.

Kate Stalter on how cognitive biases affect investment decisions - MAF151

What you’ll hear about in this episode

  • Kate’s career from journalist to financial adviser, and more specifically financial educator
  • How news media across the globe affects investments decisions
  • The US perspective on active versus passive investments
  • Avoiding cognitive biases when making financial planning decisions
  • Home country bias and its effect on investment portfolios

Who is Kate Stalter?

Kate works for Better Money Decisions, a US financial adviser firm, and lives in Albuquerque.

She’s been a journalist writing in-depth market analysis for Investor’s Business Daily. She hosted the Daily Stock Analysis and Market Wrap videos on Investors.com and taught Investor’s Business Daily live seminars throughout the US.

She still contributes to Forbes, US News & World Report and TheStreet, but her main focus is helping clients around the US who face decisions about portfolio allocation, Social Security strategies, insurance needs, estate planning, college funding and all manner of financial questions.

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Ramin Nakisa on the death of the Alpha Cult: active versus passive investments – MAF146

This week on the show my guest is Ramin Nakisa.

We chat about active versus passive investment strategies and the death of what Ramin describes as “The Alpha Cult”.

Welcome to episode 146 of the Marketing and Finance Podcast.

Ramin Nakisa on the death of the Alpha Cult: active versus passive investments - MAF146

What you’ll hear about in this episode

  • Why the belief active investments can consistently out-perform markets is known as “The Alpha Cult”
  • The difference between Alpha and Beta – active and passive
  • How the US is ahead of the UK in its attitude to these approaches
  • The role of the independent financial adviser as a teacher and financial coach
  • The investment philosophies of Jack Bogle and The Vanguard Group

Who is Ramin Nakisa?

Ramin is co-founder of Pension Craft Ltd. He specialises in investment research and strategy with a focus on producing actionable, global cross-asset allocation ideas to maximise return while managing risk. He focuses on an analytical and fundamental approach to investment.

Ramin has outstanding cross-asset knowledge, excellent presentation skills and a proven ability to present complex ideas in a simple way, exceptional writing skills honed through writing a weekly research publication and a finance book, the ability to transform a macro view into a position or trades, strong numerical analysis skills and the ability to implement those ideas in R, Excel or C++

Links:

If you enjoyed – Ramin Nakisa on the death of the Alpha Cult: active versus passive investments – please leave a comment or a review on iTunes.

And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

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Emma Thomson on promoting positive protection insurance stories – MAF140

My guest on the show this week is Emma Thomson.

We talk about building LifeSearch, promoting positive protection stories, and the Protection Distributors Group.

It’s a great interview full of insights and ideas about company culture and customer engagement.

Welcome to episode 140 of the Marketing and Finance Podcast.

Emma Thomson on promoting positive protection insurance stories - MAF140

What you’ll hear about in this episode

  • The success of LifeSearch, one of the UK’s biggest protection insurance intermediaries
  • How company culture is important in developing a true customer focus
  • Making sure people see positive PR stories rather than focusing on the odd negative one
  • How real stories about the experiences of real people are the best way of broaching a dull subject like insurance
  • How creating your own awards event can improve products and service in your industry
  • The development and successes to date of the Protection Distributors Group

Who Emma Thomson?

Emma is Life Office Relations Director at LifeSearch.

She consults with financial services product providers on the strengths and weaknesses of their offerings to help them increase their business. Externally she provides advice on Product, E-Commerce and Process development and is a member of the F&TRC Protection Forum, the Income Protection Task Force and the Protection Distributors Group.

She also has a regular column in Money Marketing Magazine.

Links 

If you enjoyed – Emma Thomson on promoting positive protection insurance stories – please leave a comment or a review on iTunes.

And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

Don’t miss an episode of the MAF Podcast – subscribe now.

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