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Podcast: Resolve Riffs Investment Podcast
Episode: ReSolve Riffs with Preet Banerjee on Aligning Incentives and Finding the Right Advisor
Description: We were joined this week by Preet Banerjee, host of the Mostly Money podcast, management consultant focused on commercial applications of behavioral finance, and founder of MoneyGaps’: "Light Financial Planning" software for advisors. Our conversation included topics such as: Preet’s diverse background – from neuroscience and financial advisory to auto racing Realizing everything is about psychology Outgrowing his advisory practice and becoming a consultant Setting out to quantify the value of financial advice across multiple channels Navigating industry minefields and the trouble with incentives The risks involved with Order Execution Only Innovations in the “high volume, light touch” advice The...