Ep 83: Getting to Yes! Why You Need to Acknowledge Behavioral Finance — With Michael Pompian

The Flexible Advisor
09/09/2022 34 min
Ep 83: Getting to Yes! Why You Need to Acknowledge Behavioral Finance — With Michael Pompian

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Episode Synopsis

Most advisors recognize that, when it comes to making investment decisions, a client’s emotions can derail a plan. Equipping yourself with knowledge on behavioral finance and financial personas could be the key to a more successful approach to ensuring your clients stick to their plan.  In this episode, Laura Gregg and David Partain talk with …

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