PRACTICE MANAGEMENT: Using Behavioral Finance Concepts to Create Better Client Relationships

Incorporating behavioral finance into your financial planning process can help you and your clients stay on track for meeting financial goals. This session will cover how to identify client bias and steps you can take to coach your clients and create better client outcomes ... especially in a bear market. Recorded April 30, 2020.

Duration: 52:02

Posted: Thursday, September 17, 2020

Video tags: AP Webinar Series