Nicki Potts serves as the Director of Financial Profiling & Planning in the Behavioral Sciences division at Morningstar, where she leverages over 20 years of extensive experience in the financial services and technology sectors. Her role is pivotal in exploring and enhancing the understanding of...
Nicki Potts serves as the Director of Financial Profiling & Planning in the Behavioral Sciences division at Morningstar, where she leverages over 20 years of extensive experience in the financial services and technology sectors. Her role is pivotal in exploring and enhancing the understanding of personal financial profiling and planning. By engaging with a diverse array of financial professionals, researchers, and academics worldwide, Nicki cultivates a rich tapestry of insights that inform her work. Her focus on financial risk, risk profiling, and behavioral finance enables her to develop innovative, evidence-based solutions tailored for financial advisors and their clients.
At Morningstar, Nicki spearheads key projects aimed at integrating behavioral science principles into financial planning processes. This includes the development of methodologies that not only address individual risk tolerance but also consider the psychological factors influencing financial decision-making. Her commitment to diversity and inclusion ensures that the solutions she creates resonate with a broad spectrum of clients, fostering a more equitable approach to financial planning.
Nicki’s expertise in retirement planning and investments, combined with her skills in research and development, technical documentation, and coaching, positions her as a thought leader in the industry. She is dedicated to empowering financial professionals through practical tools and best practices that enhance client engagement and satisfaction. By bridging the gap between behavioral science and financial services, Nicki Potts is not only advancing the field of financial profiling but also shaping the future of personalized financial planning.
