“Stress testing the models ... trying to expose weaknesses ... creates a baseline for the performance of your models”
DS
Dan Stocker
Cyber Risk Management Podcast ·
“I do have a quiz. It identifies you as one or many of eight money types. ... those personalities can give you some insights around strengths and weaknesses.”
Karen Ely · Australian Investors Podcast · Rewind: Financial IQ vs EQ - Karen Eley on the money habits that matter
Play from 5:20
5:20
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
Created and administer a quiz that classifies clients into one of eight "money types" to reveal strengths and weaknesses in financial behavior
Said nearby on the same subject
“In 2026 financial year, I will say at least 55, 60% of our business were from existing clients or existing client referrals.”
TX
Tony Xia
The Adviser Podcast Network ·
“‘we have input and output classifiers now… moving more towards having these sorts of contextual classifiers… gives the classifier a much better sense’”
AC
Alan Chan GovAI
"The Cognitive Revolution" ·
“It's worth buying these assets on weakness uh there may will be further weakness in coming months that that's for sure”
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