In this episode, join Stacy Allred as she shares insights on making better decisions by leveraging the power of storytelling. Discover the concept of prospective hindsight and how it can combat common decision biases. Learn about the premortem and promortem tools, developed by cognitive psychologist Gary A. Klein, to identify risks, optimize opportunities, and strengthen decision-making. Gain practical steps to conduct a premortem and promortem, and explore real-life scenarios where these tools can be applied in wealth-related decisions. Don't miss this episode packed with valuable strategies for making informed choices and improving outcomes.
Developing a Family Wealth Education Plan
Finding an Advisor Who Will Help Your Family Thrive for Generations
Democratizing Family Decision-Making
Expectations versus Agreements
Creating Internal Controls and Policy and Procedures for a Family Office
Understanding Advisors' Fees
Creating an Ethical Will
Practical Tools for Building Healthy Families
Hats Off to You!
Finding a Philanthropic Focus and Integrating the Rising Generation Perspective
Understanding Identity and Social Power
Stages of Wealth Integration
Investment Education for Family Members
Values that Matter
Identifying Actionable Values for Family and Enterprise & Strengthening Your “Family Factor” to Deconstruct Conflict
A Framework for Family Wealth and Well-Being
Constructing an Investment Portfolio to Support Family Goals
Monitoring Financial Capital with the “Four Horsemen” Graph
Using Genograms to Understand Family Patterns
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