Practice Management Emphasizing Behavioral Finance
To grow your practice and strengthen your client relationships, you must become a truly holistic resource to your clients, employing behavioral finance as you guide them toward their goals. Our practice management program offers the continuing education and resources you need to infuse behavioral finance into your practice, so you can differentiate yourself in the marketplace. Sign-up to receive a four step guide for having difficult conversations with clients and more information about our program The future of the industry lies in the hands of advisors who rely on the best technology,so they can better serve their clients as a behavioral coach.
Behavioral Finance Statistics
1Value of the Advisor, Russell Investments, 2021.
2McCarthy, 2020
Behavioral Finance Resources
Coming Soon: Behavioral Alpha Score
With this forthcoming tool, you can quickly assess yourself and see how your Behavioral Alpha Score benchmarks against other advisors.