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
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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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nothing new for the advance planner. this was more suited for the beginner. disappointed in this presentation.
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A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.