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Free Behavioral Finance Guide

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  • Which clients like steak dinners vs Super Bowl tickets
  • API Trends for 2020 and Beyond
  • How BeFi increases the bottom line

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2020 Behavioral Finance Guide

In the past 3-years, researchers and analysts have proven that Behavioral Finance brings 150 bps of value each year to clients, strengthens client trust, saves advisors time, and reduces client’s emotional decisions.

Register to download the 2020 Behavioral Finance Guide to see how RIAs are leveraging Behavioral Finance to gain a competitive advantage.

2020 Behavioral Finance Guide
  • Which clients like steak dinners vs Super Bowl tickets
  • API Trends for 2020 and Beyond
  • How BeFi increases the bottom line