Cooperative Financial Consulting
Description
This essential begins with a short story about money and then highlights the dilemma between risk and return that every financial advisor faces. The authors then explain, in an interdisciplinary dialogue, how theories from modern physics and psychology can provide new impulses for financial consulting. The perspectives presented encourage a different attitude and new ways of thinking: the secret to successful investing lies in a stable and coherent relationship between investor and financial advisor. It is precisely the tension between uncertainty in risk and uncertainty in return that leads to shared investment success, as it can trigger an unavoidable yet rewarding dialogue in financial consulting.
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Persons
Monika Müller is a certified psychologist and financial coach. She specializes in the psychological aspects of money and risk in financial decision-making and financial consulting.
Magnus Pirovino holds a PhD in mathematics and is an expert in financial markets. He focuses on issues related to financial services at the intersection of science and practice.
Content
Understanding the dilemma between return and risk.- Shaping the advisory conversation as a fruitful dialogue.- Leading decisions cooperatively to success.
