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All investment decision-makers need feedback to improve. The key question is how can we give feedback in a way that allows people to meaningfully engage with it and ultimately change unproductive behaviour.
In this episode, we chat with Clare Flynn Levy, CEO of Essentia Analytics. The core of Essentia's business is using tech to help investors understand their behaviour. A key element of their work is getting investors to engage in a process that, by design, will show where they need coaching.
Clare shares her experiences in this area and our discussion includes:
- Why don't investors want feedback?
- How to avoid spooking the horses
- The power of framing
- The role of culture carriers
- What leaders should and shouldn't do to create openness and drive engagement