Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements
Webinars
User reviews
18 reviews with 4 stars
(Updated: April 10, 2014)
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Was this review helpful to you?
(Updated: April 10, 2014)
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
I wish that they had spent more time doing a demo of the software.
Was this review helpful to you?
(Updated: April 10, 2014)
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Interesting software product and discussion on behavioral finance. The first few charts were very informative, particularly the one about the difference in ending value of an account in which the participant increased his contribution from 3% to 8%. That was remarkable. It's ironic because the clients who complain the most about their returns, etc. are the ones who don't want to save the amount needed to reach their goals. I could see that issue percolating in these charts.
Was this review helpful to you?
(Updated: April 10, 2014)
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Was this review helpful to you?
(Updated: April 10, 2014)
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Was this review helpful to you?
