FA-IQ reached out to advisors to ask: Is there a book that has shaped how you work with clients or think about finance?
Mark Mathers is partner and managing director of Beacon Pointe Advisors. Mathers, based in Waltham, Massachusetts, has been in the industry 27 years. His teams client assets total $570 million.
An amazing book that has had a great impact on my life and how I interact with clients is called Tattoos on the Heart by Greg Boyle. The book is a series of short stories about Father Gregs interaction with gang members in LA. Greg speaks about seeing each person at the level of the heart. Its a story about kinship and compassion. At Beacon Pointe we are laser focused on our clients needs regarding their life & legacy planning and their investments. A critical component of our client relationship involves taking the time to see each of our clients at the level of the heart. What are the challenges they are facing in life? What are they struggling with? How can we help them engage their capital in doing good while also doing well financially?
The ability for our team to engage with our clients this way is totally dependent upon how each of our team sees themselves and how we also connect with one another as colleagues. We practice servant leadership at Beacon Pointe. Which means showing up each day with enough humility to realize that we are here to serve other human beings our clients, our colleagues and our community and all of these matter. The fact that one of our specialties is Values Based Investing fits perfectly with our firm culture of servant leadership that clearly involves seeing the other person at the level of the heart, he added.
Karen McClintock is principal and managing director at Robertson Stephens Wealth Management. McClintock, based in Pasadena, California, has been in the industry more than 30 years and has about $174 million in client assets.
She selected Whats It All About, Alpha?: & Other Investment Essays from an Incredible Decade Paperback, by Jason DeSena Trennert.
While an older book, Trennerts comments are timeless. As wealth managers, we engage in research, statistics, trends, economics, analysis, forecasting, and massive amounts of data. Trennert regularly reminds us we are managing other peoples money and it is a sacred trust. We must never neglect history, the social sciences, and human behavior. We must remain ever diligent in suppressing the noise and searching for the big picture, the truth. We must safeguard and develop the finest personal code of ethics possible, McClintock said.
While Trennert is at the helm of an award winning macro-economic research company, he brings a tone of sensibility to our industry, for which we are grateful. This book gives you insights into the foundations of that work, she added.
View original post here:
FAs Weigh In: What Are You Reading? - Financial Advisor IQ
- The Smell Of Death Has A Strange Influence On Human Behavior - IFLScience - October 26th, 2024 [October 26th, 2024]
- "WEIRD" in psychology literature oversimplifies the global diversity of human behavior. - Psychology Today - October 2nd, 2024 [October 2nd, 2024]
- Scientists issue warning about increasingly alarming whale behavior due to human activity - Orcasonian - September 23rd, 2024 [September 23rd, 2024]
- Does AI adoption call for a change in human behavior? - Fast Company - July 26th, 2024 [July 26th, 2024]
- Dogs can smell human stress and it alters their own behavior, study reveals - New York Post - July 26th, 2024 [July 26th, 2024]
- Trajectories of brain and behaviour development in the womb, at birth and through infancy - Nature.com - June 18th, 2024 [June 18th, 2024]
- AI model predicts human behavior from our poor decision-making - Big Think - June 18th, 2024 [June 18th, 2024]
- ZkSync defends Sybil measures as Binance offers own ZK token airdrop - TradingView - June 18th, 2024 [June 18th, 2024]
- On TikTok, Goldendoodles Are People Trapped in Dog Bodies - The New York Times - June 18th, 2024 [June 18th, 2024]
- 10 things only introverts find irritating, according to psychology - Hack Spirit - June 18th, 2024 [June 18th, 2024]
- 32 animals that act weirdly human sometimes - Livescience.com - May 24th, 2024 [May 24th, 2024]
- NBC Is Using Animals To Push The LGBT Agenda. Here Are 5 Abhorrent Animal Behaviors Humans Shouldn't Emulate - The Daily Wire - May 24th, 2024 [May 24th, 2024]
- New study examines the dynamics of adaptive autonomy in human volition and behavior - PsyPost - May 24th, 2024 [May 24th, 2024]
- 30000 years of history reveals that hard times boost human societies' resilience - Livescience.com - May 12th, 2024 [May 12th, 2024]
- Kingdom of the Planet of the Apes Actors Had Trouble Reverting Back to Human - CBR - May 12th, 2024 [May 12th, 2024]
- The need to feel safe is a core driver of human behavior. - Psychology Today - April 15th, 2024 [April 15th, 2024]
- AI learned how to sway humans by watching a cooperative cooking game - Science News Magazine - March 29th, 2024 [March 29th, 2024]
- We can't combat climate change without changing minds. This psychology class explores how. - Northeastern University - March 11th, 2024 [March 11th, 2024]
- Bees Reveal a Human-Like Collective Intelligence We Never Knew Existed - ScienceAlert - March 11th, 2024 [March 11th, 2024]
- Franciscan AI expert warns of technology becoming a 'pseudo-religion' - Detroit Catholic - March 11th, 2024 [March 11th, 2024]
- Freshwater resources at risk thanks to human behavior - messenger-inquirer - March 11th, 2024 [March 11th, 2024]
- Astrocytes Play Critical Role in Regulating Behavior - Neuroscience News - March 11th, 2024 [March 11th, 2024]
- Freshwater resources at risk thanks to human behavior - Sunnyside Sun - March 11th, 2024 [March 11th, 2024]
- Freshwater resources at risk thanks to human behavior - Blue Mountain Eagle - March 11th, 2024 [March 11th, 2024]
- 7 Books on Human Behavior - Times Now - March 11th, 2024 [March 11th, 2024]
- Euphemisms increasingly used to soften behavior that would be questionable in direct language - Norfolk Daily News - February 29th, 2024 [February 29th, 2024]
- Linking environmental influences, genetic research to address concerns of genetic determinism of human behavior - Phys.org - February 29th, 2024 [February 29th, 2024]
- Emerson's Insight: Navigating the Three Fundamental Desires of Human Nature - The Good Men Project - February 29th, 2024 [February 29th, 2024]
- Dogs can recognize a bad person and there's science to prove it. - GOOD - February 29th, 2024 [February 29th, 2024]
- What Is Organizational Behavior? Everything You Need To Know - MarketWatch - February 4th, 2024 [February 4th, 2024]
- Overcoming 'Otherness' in Scientific Research Commentary in Nature Human Behavior USA - English - USA - PR Newswire - February 4th, 2024 [February 4th, 2024]
- "Reichman University's behavioral economics program: Navigating human be - The Jerusalem Post - January 19th, 2024 [January 19th, 2024]
- Of trees, symbols of humankind, on Tu BShevat - The Jewish Star - January 19th, 2024 [January 19th, 2024]
- Tapping Into The Power Of Positive Psychology With Acclaimed Expert Niyc Pidgeon - GirlTalkHQ - January 19th, 2024 [January 19th, 2024]
- Don't just make resolutions, 'be the architect of your future self,' says Stanford-trained human behavior expert - CNBC - December 31st, 2023 [December 31st, 2023]
- Never happy? Humans tend to imagine how life could be better : Short Wave - NPR - December 31st, 2023 [December 31st, 2023]
- People who feel unhappy but hide it well usually exhibit these 9 behaviors - Hack Spirit - December 31st, 2023 [December 31st, 2023]
- If you display these 9 behaviors, you're being passive aggressive without realizing it - Hack Spirit - December 31st, 2023 [December 31st, 2023]
- Men who are relationship-oriented by nature usually display these 9 behaviors - Hack Spirit - December 31st, 2023 [December 31st, 2023]
- A look at the curious 'winter break' behavior of ChatGPT-4 - ReadWrite - December 14th, 2023 [December 14th, 2023]
- Neuroscience and Behavior Major (B.S.) | College of Liberal Arts - UNH's College of Liberal Arts - December 14th, 2023 [December 14th, 2023]
- The positive health effects of prosocial behaviors | News | Harvard ... - HSPH News - October 27th, 2023 [October 27th, 2023]
- The valuable link between succession planning and skills - Human Resource Executive - October 27th, 2023 [October 27th, 2023]
- Okinawa's ants show reduced seasonal behavior in areas with more human development - Phys.org - October 27th, 2023 [October 27th, 2023]
- How humans use their sense of smell to find their way | Penn Today - Penn Today - October 27th, 2023 [October 27th, 2023]
- Wrestling With Evil in the World, or Is It Something Else? - Psychiatric Times - October 27th, 2023 [October 27th, 2023]
- Shimmying like electric fish is a universal movement across species - Earth.com - October 27th, 2023 [October 27th, 2023]
- Why do dogs get the zoomies? - Care.com - October 27th, 2023 [October 27th, 2023]
- How Stuart Robinson's misconduct went overlooked for years - Washington Square News - October 27th, 2023 [October 27th, 2023]
- Whatchamacolumn: Homeless camps back in the news - News-Register - October 27th, 2023 [October 27th, 2023]
- Stunted Growth in Infants Reshapes Brain Function and Cognitive ... - Neuroscience News - October 27th, 2023 [October 27th, 2023]
- Social medias role in modeling human behavior, societies - kuwaittimes - October 27th, 2023 [October 27th, 2023]
- The gift of reformation - Living Lutheran - October 27th, 2023 [October 27th, 2023]
- After pandemic, birds are surprisingly becoming less fearful of humans - Study Finds - October 27th, 2023 [October 27th, 2023]
- Nick Treglia: The trouble with fairness and the search for truth - 1819 News - October 27th, 2023 [October 27th, 2023]
- Science has an answer for why people still wave on Zoom - Press Herald - October 27th, 2023 [October 27th, 2023]
- Orcas are learning terrifying new behaviors. Are they getting smarter? - Livescience.com - October 27th, 2023 [October 27th, 2023]
- Augmenting the Regulatory Worker: Are We Making Them Better or ... - BioSpace - October 27th, 2023 [October 27th, 2023]
- What "The Creator", a film about the future, tells us about the present - InCyber - October 27th, 2023 [October 27th, 2023]
- WashU Expert: Some parasites turn hosts into 'zombies' - The ... - Washington University in St. Louis - October 27th, 2023 [October 27th, 2023]
- Is secondhand smoke from vapes less toxic than from traditional ... - Missouri S&T News and Research - October 27th, 2023 [October 27th, 2023]
- How apocalyptic cults use psychological tricks to brainwash their ... - Big Think - October 27th, 2023 [October 27th, 2023]
- Human action pushing the world closer to environmental tipping ... - Morung Express - October 27th, 2023 [October 27th, 2023]
- What We Get When We Give | Harvard Medicine Magazine - Harvard University - October 27th, 2023 [October 27th, 2023]
- Psychological Anime: 12 Series You Should Watch - But Why Tho? - October 27th, 2023 [October 27th, 2023]
- Roosters May Recognize Their Reflections in Mirrors, Study Suggests - Smithsonian Magazine - October 27th, 2023 [October 27th, 2023]
- June 30 Zodiac: Sign, Traits, Compatibility and More - AZ Animals - May 13th, 2023 [May 13th, 2023]
- Indiana's Funding Ban for Kinsey Sex-Research Institute Threatens ... - The Chronicle of Higher Education - May 13th, 2023 [May 13th, 2023]
- Have AI Chatbots Developed Theory of Mind? What We Do and Do ... - The New York Times - March 31st, 2023 [March 31st, 2023]
- Scoop: Coming Up on a New Episode of HOUSEBROKEN on FOX ... - Broadway World - March 31st, 2023 [March 31st, 2023]
- Here's five fall 2023 classes to fire up your bookbag - Duke Chronicle - March 31st, 2023 [March 31st, 2023]
- McDonald: Aspen's like living in a 'Pullman town' - The Aspen Times - March 31st, 2023 [March 31st, 2023]
- Children Who Are Exposed to Awe-Inspiring Art Are More Likely to Become Generous, Empathic Adults, a New Study Says - artnet News - March 31st, 2023 [March 31st, 2023]
- DataDome Raises Another $42M to Prevent Bot Attacks in Real ... - AlleyWatch - March 31st, 2023 [March 31st, 2023]
- Observing group-living animals with drones may help us understand ... - Innovation Origins - March 31st, 2023 [March 31st, 2023]
- Mann named director of School of Public and Population Health - Boise State University - March 31st, 2023 [March 31st, 2023]
- Irina Solomonova's bad behavior is the star of Love Is Blind - My Imperfect Life - March 31st, 2023 [March 31st, 2023]
- Health quotes Dill in article about rise of Babesiosis - UMaine News ... - University of Maine - March 31st, 2023 [March 31st, 2023]
- There's still time for the planet, Goodall says, if we stay hopeful - University of Wisconsin-Madison - March 31st, 2023 [March 31st, 2023]
- Relationship between chronotypes and aggression in adolescents ... - BMC Psychiatry - March 31st, 2023 [March 31st, 2023]