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Resolve's Gestalt University

Mar 16, 2022

We were joined this week by Preet Banerjee, host of the Mostly Money podcast, management consultant focused on commercial applications of behavioral finance, and founder of MoneyGaps’: "Light Financial Planning" software for advisors. Our conversation included topics such as:

  • Preet’s diverse background – from neuroscience and financial advisory to auto racing
  • Realizing everything is about psychology
  • Outgrowing his advisory practice and becoming a consultant
  • Setting out to quantify the value of financial advice across multiple channels
  • Navigating industry minefields and the trouble with incentives
  • The risks involved with Order Execution Only
  • Innovations in the “high volume, light touch” advice
  • The many faces of financial guidance
  • The evolution of the robo-advisory model
  • Separating wheat and chaff in advisory land
  • Hyperbolic discounting
  • Time inconsistent preferences
  • Process, discipline and maximizing potential outcomes
  • Regulations, choice abundance and Australia’s superannuation model
  • And much more…

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.


*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.