Emotional Intelligence • The World Knowledge Forum • Quarterly Client Webinar • Bill Corry Interview
Monthly AIRE Perspectives – October 2024
Dear Friends and Valued Clients,
Please see below for The MAP – Monthly AIRE Perspectives for this month.
Sharon Nassir Featured in Podcast on Emotional Intelligence in Financial Services
Title: Emotional Intelligence in Financial Services
In the first ever episode of Advisor Marketing Mindset, host Tina Beck, President of Elite Marketing Concepts, sits down with Sharon Nassir, Co-Founder and COO of AIRE Advisors, to dive into the critical role emotional intelligence plays in financial decision-making. In an ongoing due diligence to continuously educate, Sharon and the team at AIRE Advisors seize every opportunity to share their insights, with speaking engagements both nationally, and now globally.
Sharon shares her journey as a leading woman in financial services and reflects on over 30 years of experience guiding clients through challenging market environments. Tina and Sharon discuss how emotional intelligence helps shape client relationships and decisions, particularly during periods of volatility.
Key Points Covered:
Why managing emotions is the key to making sound financial decisions.
How fear, anxiety, and regret influence client behavior, especially in volatile markets.
The importance of recognizing and managing biases like confirmation bias and overconfidence.
The pivotal role that continuous education has in helping clients make informed, long-term decisions.
Whether you’re a financial advisor looking to strengthen client relationships or an investor seeking to better understand emotional triggers in decision-making, this episode is packed with insights and practical advice.
Tune in to hear Sharon’s leadership journey and learn why emotional intelligence is a must-have skill in financial services.
Amir Monsefi Featured on Panel at The World Knowledge Forum in Incheon, South Korea
Last month, AIRE CEO Amir Monsefi was featured in a 3-person panel along with Wall Street legend Jim Rogers, Chairman of Beeland Interests, and James Huang, President of eXp Commercial. We are pleased to let you know that a video replay of this session is available. Click here.
Replay of the AIRE Advisors Quarterly Client Webinar for Q4 2024: The Basics of Alternative Investments and Private Markets
On October 17th, we held our Quarterly Client Webinar for Q4 2024, where we reviewed the basics of alternative investments and private markets. Please click here for a replay of the webinar. The password for this webinar is AIREAlts10-2024.
Replay of Our Interview with Bill Corry of Corry Capital on Life Settlements
On October 10th, we held an informative Zoom interview with William Corry, Founder and Owner of Corry Capital Advisors, on a non-correlated and often-misunderstood asset class: life settlements. Bill Corry is the current Chairman of the Institutional Longevity Markets Association (ILMA), as well as the current Chairman of the European Life Settlements Association (ELSA). His expertise in this asset class dates back almost 35 years and he is perhaps the most respected name in the industry. Please contact us for a replay of the interview.
Once again, we would like to thank you for your trust and loyalty, and look forward to speaking with you in the upcoming month.
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