Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements

Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements
Uri Pomerantz
04/11/14 4 PM EST
CFP® IWI
Program Id: 880381665
3.9
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You can do a better job of keeping mass-affluent clients on track to achieve their goals by applying behavioral finance research to financial planning engagements.

Capitalize on new opportunities with behavioral finance techniques you’ll learn about at this webinar, which will cover:

• Psychological barriers to goal progress
• Strategies for maintaining goal-focus
• Optimal client communications practices
• Identifying feasible goal targets
• Defining progress metrics
• Effective client engagement technology
 

Uri Pomerantz and Scott Burns, CFA, co-founders of Guide Financial, are democratizing access to professional financial advice by creating a platform for advisors to use efficiently with 20 million middle-class and Generation Y families not working with advisors today. Guide is enabling advisors and institutions to address any financial need, in any account, at any time while applying principles of behavioral economics to engage clients more deeply and make it more likely they will achieve their financial goals.

Note: This webinar is eligible for CFP® CE, IMCA® CE and PACE credit toward CLU® and ChFC® designations.

More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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3.9  (49)
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(Updated: April 10, 2014)
kgmarketing
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lscharr@gmail.com
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5.0

Awesome. We need more programs that help us deal with behavioral issues and specifically how we can help move the needle. Hopefully, Guide financial will provide us with some practical tools to accomplish just that.

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(Updated: April 10, 2014)
Prince
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2.0

nothing new for the advance planner. this was more suited for the beginner. disappointed in this presentation.

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Bragg
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EFSolutions
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