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
I think we also had something in about whether the person wants to leave money for their child as a factor and the risk tolerance.
And the other factors didn't matter much outside of risk tolerance.
Right.
So the idea is that advisors have some number they think is good for people, right?
If I were to kind of summarize what I'd get out of that is that each advisor has a number they think is kind of good for people.
And regardless of the client profile or the client characteristics, they kind of stay around that number.
That number can vary quite a bit.
We didn't see much else actually.
I mean, again, the one thing we found was how the compensated effect kind of where you set your level and a little bit about the baseline strategy that they were using, whether it was like a total return strategy,
or a kind of floor strategy which kind of promised you a guarantee a guaranteed level of income in that case they're taking on less risk they're trying to kind of guarantee some flow a total return had more risk so there were some aspects of the kind of strategy that the advisor primarily like to use but i kind of put that in the bucket of fixed effects
It really is what the advisors approach is to this kind of work.
Think about total return as the kind of ideal approach for their clients.
And then how are they compensated showed up as well.
Interesting.
I hadn't really thought about it that way, but that's what our data would suggest.
Advisors come to the table with their ideas about where to start the conversation.
I think that most advisors probably do their best to hear what the client wants and make some adjustments.
This is just a survey, not a real world client to advise or match.
But it suggests that
that they're humans.
Showing 101–120 of 560 · page 6 of 28
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