Improving Client (and Advisor) Behavior
1:40 PM - 2:40 PM
Multiple research studies suggest that advisors can improve HNW clients' financial outcomes in many ways, but particularly through behavioral coaching. By aligning their services to what clients need and value, advisors can add significant value to the process that can never be commoditized away. In this session, learn practical ways to use behavioral finance to produce better outcomes for your client - and yourself.