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: 

• 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