Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements
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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
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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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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