10 Jan 2023
Meir provides an easy-to understand approach to creating a strong foundation for client relationships. Meir has advanced behavioural finance to a second generation, which accepts people’s wants and distinguishes wants from errors, thereby providing a truer portrait of normal people. People want three types of benefits—utilitarian, expressive, and emotional— from every activity, product, and service, including financial ones. With this understanding, investment professionals can serve investors better, and form deep client relationships.