Reducing your work as an advisor to clearing healthy returns and winning at tax efficiency is a rookie mistake. If you come to a client interaction and planning session with only a spreadsheet, you won’t keep your clients for long, and you won’t plan accurately.
Clients and their families are much more complex, and their finances are driven by psychological background, relational dynamics and personal values. We explored this over Behavioral Finance Week at Framework, talking with five top minds in the field.
Our webinar sums up the ideas explored and how you can integrate behavioral health principles into your practice to make your planning more effective and client-focused.
Join Jamie Hopkins, Managing Director of Carson Coaching, on Friday, March 26, at 1 p.m. CT for our webinar “Incorporating Behavioral Finance Into Financial Planning.”
Jamie will be joined by:
• Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions
• Jane Henshaw, Head of Investor Behavior at Vanguard
• Jeremy Schwartz, Global Head of Research at Wisdom Tree