Behaviorally SMART Financial Personality

45-minute complimentary webinar. This webinar is offered monthly and is scheduled for March 6 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 finance.
  • 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