Lessons from Behavioral Finance for Advisors


MAKE SENSE OF FINANCIAL BEHAVIORS

Help your clients think before they act

At times, your client’s behavior or investment decisions may puzzle you. A client may seem irrational or have inappropriate expectations. Our client seminar, investor brochure, and workbook draw on the findings of behavioral finance – a discipline that combines psychology, sociology and finance to explain why investors often make choices that fly in the face of economic theory. Learn how to recognize specific patterns and signals to help your clients stay on track and focus on the long term.

Read more about:

  • Overconfidence
  • Loss aversion
  • Framing
  • Pattern recognition

Learn to read the nonverbal signs your clients may be giving you using our guide; go to Hearing Every Word They Don’t Say: A Guide to Nonverbal Buying Signs.

 


Featured Resources


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