Behaviorally Smart Certified Wealth Mentor Experience

45-minute complimentary webinar. This webinar is offered monthly. This recording is available on-demand now.

We will guide you on how to predict planning risks triggered by behavior (both yours and your client’s):

        • Advisors can only engage 40% of their clients, leaving the other 60% under-served.
        • Investor emotional reactions to market volatility causes portfolio losses of 7.45% per year.
        • Advisor biases cause under-performance by 1% – 3% per year.
Navigating Financial Personality Risks