Dr. Julie Ragatz - The Role of Empathy in Shaping Behavioral Economics
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Dr. Julie Ragatz. Dr. Ragatz is Vice President, Next Gen and Advisor Development Programs at the Carson Group. She is also Director at the Center for Ethics in Financial Services at the American College. She has a Doctor in Philosophy from Temple University.
Standard Deviations with Dr. Daniel Crosby · Dr. Julie Ragatz, Dr. Daniel Crosby
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Show Notes
Tune in to hear:
- What might the lay person, who is enthusiastic about behavioral economics, not know about its historical origins?
- What was the larger zeitgeist that gave rise to an envy of physics, and hard science, within economics?
- Are there commonly used methods in the world of financial planning that may be rooted in some unexamined assumptions?
- When consulting clients, how do we strike a balance between realizing that our theories and knowledge will always be imperfect while we also know that giving our clients something to hang on to is useful?
- Where does empathy come from in the client advisor relationship? Is this an innate trait or can one teach themselves to be empathetic?
- Dr. Ragatz is in charge of Carson's next generation initiatives. What has she noticed in this role? How does the next generation differ, what do they value and how might they go on to shape the industry?
https://www.linkedin.com/in/julie-ragatz-ph-d-2a40b826/
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