Financial planning, which puts client goals at the center of investment management, goes a long way toward improving both advisor-client relationships and client outcomes.

But the wealth management evolution isn’t over: Behavioral finance, the study and application of psychology to investment outcomes, is rapidly growing in popularity—and for good reason. 

As our industry changes, financial advisors are increasingly called upon to act as behavioral coaches, guiding not only their clients’ portfolios but also their behavior and investment decisions. 

In this whitepaper, we’ll look at the evolution of wealth management and answer a number of critically important questions about how an advisor creates value for clients, including:

  • What is behavioral finance?
  • What are the three biggest drivers of client behavior?
  • How can technology help you influence better investment decisions?

Find out why behavioral finance is the future of our industry. Download the whitepaper now!