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