3 biases to watch out for in a volatile market
Use this short guide to help guide clients through periods of market volatility. Understand the behaviors to look for and which investment strategies and solutions could help keep them on track.
What to read next
Decoding client biases
Educate your clients about behavioral finance to deliver even more value and build a stronger practice. Learn how to skillfully guide them toward financial success.
The playbook is your go-to resource for understanding core behavioral finance concepts. Get insights on common biases and generational tendencies, tips for navigating clients through the economic cycle, investment strategies to consider, and guidance on balancing your clients’ investing wants and needs.
Use this interactive workbook with clients to help them identify and mitigate their most prominent biases through quizzes and checklists.