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Natalie Taylor - The Client-Centric Future of Financial Advice
Podcast |
Standard Deviations with Dr. Daniel Crosby
Publisher |
Dr. Daniel Crosby
Media Type |
audio
Podknife tags |
Interview, 
Investing, 
Personal Finance, 
Psychology, 
Science & Medicine
Categories Via RSS |
Education
Publication Date |
May 05, 2022
Episode Duration |
00:47:48

Tune in to hear:

- How does technology shape the way we act? Sometimes we don’t even know the water that we are swimming in with regards to technology - how can this induce us to make good or poor decisions?

- Is there a way that tech can facilitate some of the soft skills of client interaction (e.g. care, empathy and connection)?

- What role should self-care, self-work and introspection play in advisors being better behavioral coaches for their clients?

- When Natalie had realizations about personal shifts she needed to make to better serve her clients, what was the catalyst that spurred her personal growth?

- How can we as an industry help convey the fact that the soft skills and behavioral elements of a financial practice are critically important to its success?

- In Natalie’s experience, what does good goals-based planning look like?

- How can we make the advice we give our clients stickier?

https://www.linkedin.com/in/natalie-taylor-cfp%C2%AE-bfa%E2%84%A2-0822a7a

https://www.natalieanntaylor.com/

Compliance Code: 0729-OAS-4/28/2022 

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Natalie Taylor. Frequently quoted in major publications such as Business Insider, Huffington Post, Forbes, and Lifehacker, Natalie draws on over 16 years of comprehensive financial planning experience, 9 years in fintech, and a decade of professional speaking to share advice that works in real life, not just on paper. After eight years in private practice, Natalie joined LearnVest, a fintech startup on a mission to make financial planning affordable and accessible to the masses. She moved on to be the Director of Financial Advice for LearnVest after they were acquired by a Fortune 100 company, and left in mid-2018 to start a fintech consulting and professional speaking business. She consults for companies like SoFi, Ellevest and LearnLux, and continues to speak to audiences throughout the country, including speaking for the second year in a row at the annual Beachbody Summit in Indianapolis alongside James Clear and Rachel Hollis to a crowd of 20,000+ business owners. As of February 2020, Natalie opened a financial planning practice to work one-on-one with clients again, returning to her first (career) love. And as of June 2021, Natalie joined Monarch Money as Head of Financial Advice to build fiduciary level financial planning tools and content for consumers.

Tune in to hear:

- How does technology shape the way we act? Sometimes we don’t even know the water that we are swimming in with regards to technology - how can this induce us to make good or poor decisions?

- Is there a way that tech can facilitate some of the soft skills of client interaction (e.g. care, empathy and connection)?

- What role should self-care, self-work and introspection play in advisors being better behavioral coaches for their clients?

- When Natalie had realizations about personal shifts she needed to make to better serve her clients, what was the catalyst that spurred her personal growth?

- How can we as an industry help convey the fact that the soft skills and behavioral elements of a financial practice are critically important to its success?

- In Natalie’s experience, what does good goals-based planning look like?

- How can we make the advice we give our clients stickier?

https://www.linkedin.com/in/natalie-taylor-cfp%C2%AE-bfa%E2%84%A2-0822a7a

https://www.natalieanntaylor.com/

Compliance Code: 0729-OAS-4/28/2022 

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