Jean-Pierre Aubry
speaker
560 appearances
1 recordings
1 series
first heard Jul 2026
last heard 23 Jul
Jean-Pierre Aubry’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
At some level, yes.
Growing the pile is the ultimate goal.
But there's risk that comes with wanting to do that.
And that's kind of the question, that trade-off.
If there's no change in risk for growing the pile, we should put it all in red and just go for it.
I think that's the dynamic.
And pushing a client too far relative to the risk
When the downside is mostly on the client's side, that's the worry.
Right.
Okay.
Yeah.
I think on the whole, it's a positive thing.
The differences between where people are and where they want to be is not huge.
It's meaningful.
Can't be ignored, but it's not, you know, they want 20% and they're being put to 80.
Pretty significant, actually.
That was really surprising.
So we did two things in the paper I think you're referring to, or the research I think you're referring to, where we looked at desired allocations from the individual side and then allocations and recommended allocations from the advisor side.
On the advisor side, we basically presented a survey to advisors where we provided four or five prototypical clients and asked advisors, what would you recommend for them?
there was less variation than we thought we'd see across the prototypes the archetypes and much more variation across advisors so for any given advisor the difference across archetypes was very small for what we thought were very different people set it up you know someone who's got a db
Showing 61–80 of 560 · page 4 of 28
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