Is behavioral finance working for you and your clients?
Despite the many well-meaning articles published by finance firms and publication outlets, behavioral finance advice clashes with the industry status quo.
This article unpacks why advisors have a hard time successfully incorporating behavioral finance advice into their practice and provides four ways to do it more successfully:
Download the paper to learn:- Why behavioral finance advice fails advisors and their clients
- Ways you can address irrational investor behavior at the portfolio level
- How to help clients be better investors and strengthen trust
Fill out the form to download the white paper.