Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements

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8 reviews with 3 stars

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(Updated: April 10, 2014)
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(Updated: April 10, 2014)
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Not bad, yes they need to work at this. Not sure if they know what we do, manage client capital not babysit people who are trying to save. Nice objective but economically not viable. But, maybe their software could be used and thus, I thought your suggestion on the software was good. Let's see!

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(Updated: April 10, 2014)
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Right out of Dan Ariely's Irrational Behavior class.

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