Advisor playbook
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.
What to read next
Use this interactive workbook with clients to help them identify and mitigate their most prominent biases through quizzes and checklists.
Use this worksheet to help track and manage clients' investing biases and start building biased-optimized portfolios.
Learn how to implement behavioral finance in your practice with the four-step Biagnostics framework.