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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
They come to the table with their own ideas for what good investing looks like.
That's where they start.
I mean, they might have a feeling ex post when they get there, like, oh, that's not quite what I thought I wanted.
Once you presented me with the
with the narrative.
But I think you're right.
They come to the advisor for some guidance.
They don't often come with much of an idea of where they want to go.
When we asked individuals who had worked with a client, I think in our survey, just to give you a sense of the population, I think it was like two thirds of our individuals worked with an advisor.
Like these are people with money and assets.
So this is not the general population.
That number is really general population.
But those who did work with an advisor, they were more likely to say that working with an advisor changed their opinion and it changed their opinion towards more stocks.
That was kind of the main takeaway.
So it all hangs together what we hear from the
what the advisors recommend on average versus what the individuals say they want on average, how the advisors react to different clients.
It all hangs together in that way.
But again, I'm not sure how bad of a thing it is that they nudge clients towards more
more risk given that their baseline is usually guided in some extent by pessimistic beliefs relative to history.
I think there's something to that.
Showing 121–140 of 560 · page 7 of 28
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