Lirio Blog

Moving Beyond Account Number

Each customer wants to be seen for the individual they are, which is much more than an account number. And who could blame them? So, how can your utility harness behavioral insights on customers to exceed their expectations at each interaction?

Thinking Like a Human: Regret Aversion

Does the fear of regret ever impact your decision making? Regret aversion is an emotional bias that causes people to make suboptimal choices or fail to act out of fear that they will make the wrong choice and regret it. Listen to Senior Analyst Toby Koerten as he...

The Real Reasons Clients Break Up With Advisors

Vanguard and Spectrem Group surveyed 3,000 households to ask various questions about the residents’ relationship with their financial advisor. One question was: Which of the following would cause you to change financial advisors?