Behaviorally SMART Financial Personality

45-minute complimentary webinar. This webinar is offered monthly and is

scheduled for March 5 at 11 AM ET.

For financial advisors who are interested in behavioral finance and how it

can be used to understand client communication styles, behavioral biases

and risk profiles.

        • Learn how to communicate with your

          clients in volatile markets.

        • Practically apply behavioral


        • Discover the 16 behavioral biases that

          influence your clients’ financial and life decisions, and how to manage

          them to help clients achieve their goals.

Navigating Financial Personality Risks