[Presentation Slides] Be the Calm in the Storm with a Behavioral Practice Model | Webinar 1
Be the Calm in the Storm with a Behavioral Practice Model | Webinar 1
Practical Insights & Learning Objectives:
- Learn why behavioral finance is influencing change in the investing industry
- Explore common cognitive errors, frequent triggers, media influence, and the cost of emotion
- Benefits of applying behavioral finance throughout an Advisor's practice
- Practical steps for incorporating behavioral finance principles into marketing, to client interviews and meetings, client onboarding, and portfolio planning
- Understand how a needs-based planning eliminates costly behavioral mistakes
- Grow and differentiate your practice with a behavioral focus
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