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.
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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 mastering behavioral finance concepts. Get insights into common biases and generational tendencies, as well as bias-optimized portfolio and investment strategies.
Use this interactive workbook with clients to help them identify and mitigate their most prominent biases through quizzes and checklists.