Questions and Answers of Social Marketing Behavior Change

Explain why frequent stock trading is bad for investor returns.
Identify the major factors that might drive frequent trading.
Differentiate among recreational, aspirational, and sensation- seeking motives for investing, and explain which of these motives lead to the greatest trading frequency.
Identify and explain the gender differences that exist in investing and gambling behavior.
Discuss how mobile technology is likely to affect frequent trading.
Discuss the prevalence of frequent stock trading.
Explain how men and women view investing differently and why advisors should know this.
Explain why women often lack confidence about financial matters and how this may affect their financial decisions.
Identify several important financial concerns of women.
Discuss how the caregiver role affects investing.
Discuss how advisors should treat women.
Explain why millennials are distrustful of the financial services industry.
Explain how millennials differ from baby boomers other than age.
Discuss how financial advisors can engage millennials.
Explain how the money habits of millennials disprove the stereotype that they are a lazy and an entitled generation.
List the six steps of the financial planning process as defined by CFP Board of Standards and Financial Planning Standards Board.
Explain why financial planning clients tend to rely on secondary markers of quality when judging the advice they receive from their advisors.
Discuss how the availability heuristic can affect a financial planning client’s perception of financial planning recommendations and/ or propensity to act on them.
Describe how the mental biases of overconfidence, anchoring, and loss aversion can interact to cause financial planning clients to make suboptimal decisions.
Explain the difference between financial advisors and brokers.
Discuss the purpose of financial advice to consumers.
Describe the types of consumers who are more likely to look for financial advice.
Explain why high- quality financial advice may not reach those who would benefit the most from it.
Describe characteristics of financial advisors that affect the degree to which consumers follow their advice.
Explain the four primary responses to risk.
Discuss the three primary types of hazards associated with risk management.
Discuss the three most prevalent risk attitudes.
Identify and discuss the five main types of insurance for individuals.
Discuss three subcategories of behavioral finance theory.
Identify the issues that create differences between estate planning and other areas of financial planning that can impede or prevent progress.
Discuss the dimensions that differentiate estate planning from other areas of financial planning and wealth management in terms of the emotions accompanying decision making.
Explain why estate planning calls for collaboration between the planner and client, as well as between the client and inheritors.
Discuss how estate planning presents unusual challenges for the legal or planning professional.
Explain how transference or counter- transference might play a role in professional engagement.
Discuss several biases that individuals should overcome in the financial planning process.
Discuss the biases individuals have when considering their need for financial planning.
Discuss the rationale for hiring and the criteria for selecting a financial professional.
Explain how employers can nudge employees toward financial security.
Describe how financial planners can nudge clients toward financial security.
Define tactical asset allocation (TAA) and discuss the advantages and disadvantages relative to strategic asset allocation (SAA).
Discuss the assumptions used in modern portfolio theory (MPT) and traditional finance models.
Discuss the shortfalls of mean- variance optimization (MVO) portfolios and how the Black- Litterman Model attempts to address these shortfalls.
Distinguish between cognitive and emotional errors, and provide an example of each.
Discuss the advantages and disadvantages to mental accounting and how investors can manage this cognitive error.
Explain the observed return performance of mutual funds, hedge funds, and pension funds.
Explain the similarities and differences between mutual funds and hedge funds.
Identify the behavioral biases demonstrated by fund managers.
Identify the behavioral biases demonstrated by those selecting money managers and related products.
Explain the trends in relative demand for active and passive strategies by both mutual funds and ETFs.
Identify several irrational reasons for acquisitions.
Discuss how globalfocusing can reduce risk the way conglomeration did previously.
Explain how HR issues during acquisition have changed since 2000.
Explain the reasons the success rate of international acquisitions has improved.
Explain how passion plays in a portfolio containing art.
Elaborate on how a client might view adding art as an asset class to a current portfolio.
Discuss the role of risk mitigation for art investments.
Discuss the role of social media in information dissemination as related to art.
Justify the increasing use of “commodities” as a term to describe holdings.
Identify the necessary conditions for a market to be classified as efficient.
Discuss why no theory has emerged to fully replace the EFH.
Provide several examples to illustrate the evolution of the financial markets.
Discuss whether efficient markets exhibit return persistence and possible measures of market efficiency.
Explain whether the behavior of financial markets is consistent with the EMH.
Explain equity anomalies.
Discuss the major explanations of why equity anomalies exist.
Identify some behavioral biases of investors that can be attributed to anomalies.
Define an investment anomaly and identify some documented investment anomalies.
Define the term stock bubble.
List and describe four major causes of speculative behavior.
List and explain four major biases that investors exhibit in the aftermath of the financial crisis of 2007– 2008.
Discuss the influence of investor psychology in the aftermath of a financial crisis or when a bubble bursts.
Discuss the main differences among various equity exchanges operating in the United States.
Discuss the key types of HFT.
Explain how exchanges distribute market information.
Identify the liquidity considerations that market participants need to consider.
Describe how exchanges record various order types.
Distinguish between risk capacity and risk requirement.
Discuss the meaning of risk tolerance.
Explain how to present the various elements of a client’s quarterly report.
Describe framing and how a financial advisor might use it.
Explain how nudging alone constitutes a narrow use of behavioral finance knowledge.
Discuss the features of good and bad applications of behavioral finance.
Discuss an example of behavioral finance supplementing traditional approaches.
Explain asymmetric paternalism.
Discuss the extent to which behavioral finance has progressed philosophically since the 1980s anomalies literature, and how it might develop in the future.
Discuss problems with the “rational managers/ irrational investors” research stream in behavioral corporate finance.
Discuss whether characteristics of top management teams are likely to be featured in future research on the drivers of corporate financial behavior.
Identify and explain key issues that need to be resolved concerning current measures of investor sentiment.
What are the major zones of social media that make up the channels, modes, and vehicles for social media participation?
What is social media marketing? What marketing objectives can organizations meet when they incorporate social media in their marketing mix?
How do you define social media? Social media marketing?
What are the supporting components of the Social Media Value Chain?
What role did Web 2.0 play in the development of social media?
What is social software? Give two examples.
How are devices and the Internet of Things (IoT) related?
What are the four zones of social media? How do social media compare to traditional media?
Explain the concept of psychic income, also known as social currency.
How can brands use social media to develop earned media value?
What is social CRM? How is it different from traditional CRM?
What is a monetization strategy? Visit Twitter.com and explain how Twitter monetizes its business. Do the same for Snapchat.

Showing 100 - 200 of 455