/ by Don Connelly / Managing the Relationship / 0 comments
Financial advisors looking for an edge in influencing their clients’ decision-making need look no further than behavioral finance. Behavioral finance is a game-changer for advisors seeking to deepen client relationships and drive better decision-making outcomes.
Understanding how psychological factors influence financial decisions can help you build trust and guide clients through the emotional and cognitive challenges of investing. When clients feel understood and supported, their confidence in their financial plan—and their advisor—grows exponentially.
Read more
Leveraging Behavioral Finance: Understanding Client Decision-Making Patterns
/ by Don Connelly / Managing the Relationship / 0 comments
Financial advisors looking for an edge in influencing their clients’ decision-making need look no further than behavioral finance. Behavioral finance is a game-changer for advisors seeking to deepen client relationships and drive better decision-making outcomes.
Understanding how psychological factors influence financial decisions can help you build trust and guide clients through the emotional and cognitive challenges of investing. When clients feel understood and supported, their confidence in their financial plan—and their advisor—grows exponentially.
Read more