Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice

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33 reviews

 
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5.0
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not what we are looking for - stick with Bob / Craig / Fritz

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6.0
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I think it would have been better to have done the questions with a dummy individual, then show real examples of how this practically plays out with said client in real world scenarios

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Interesting topic. Thanks for doing something different.

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Excellent presentation and content

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