Suggested questions

1Can you share a pivotal moment from your early career that shaped your approach to wealth management?

2Your background combines economics with a deep interest in psychology and philosophy. How has this unique blend influenced your investment strategies?

3In your book, "Mellow Your Money," you emphasize the importance of a balanced money mindset. Could you elaborate on how self-reflection and self-awareness contribute to financial success?

4Long-term investing is a cornerstone of your philosophy. How do you approach market volatility and the emotional ups and downs that come with it?

5What advice would you give to individual investors who may feel overwhelmed by the constant barrage of financial news and market predictions?

6Can you share an example of how understanding human nature has allowed you to make better financial decisions for yourself and your clients?

7You mention the importance of differentiating between real and perceived risk. How can investors effectively navigate this distinction, especially in uncertain times?

8In a world obsessed with quick gains and instant gratification, how do you convince clients of the benefits of a patient, long-term investment approach?

9You draw parallels between surfing and money management. Could you explain how these seemingly different activities share similarities?

10As someone who's worked with both institutional portfolios and individual investors, how do you tailor your approach to meet the unique needs of each group?