Episode description
Tune in to hear:
- How did Peter get started reviewing frozen pizzas?
- What is it that most people misunderstand about investing?
- How does Peter, as an advisor, go about crafting a vivid and salient personal vision for his clients?
- How can you bring clients back to a vision of their future selves in a difficult moment?
- How, practically, does Peter try to maximize anxiety-adjusted returns when creating a portfolio?
- What are some behavioral similarities between cake mixes and portfolios?
- Why did Peter dedicate an entire chapter of his book to market downturns?
- How does one educate their clients honestly about potential market downturns gently without scaring them off?
https://www.amazon.com/Making-Money-Simple-Complete-Financial/dp/1119537878
https://peterlazaroff.com/podcast/
Compliance Code: 0783-OAS-5/5/2022.