Investing is emotional. It takes resolve and patience for investors to reach their goals. But too often, misguided assumptions tempt investors into missteps that disrupt their long-term financial plans.
When clients act on impulses, financial advisors must be willing to address their clients’ emotions and not just the numbers. Understanding behavioral finance can help advisors limit knee-jerk reactions and build trust with clients.
This guide will show how advisors can use time-tested behavioral finance techniques and innovative technology to counter their client’s biases.
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