Helping Irrational Clients Make Rational Decisions
4/23/2014 11:00 AM - 12:00 PM Website
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This presentation introduces concepts in behavioral finance that relate to an individual's decision making within the area of personal financial planning. Participants will be introduced to various heuristics and cognitive bias that affect a client's choices and attitudes toward financial decision-making and strategies for dealing with the issues.
Learn:
- How and why behavioral errors lead clients astray in making investment decisions
- How to use framing techniques to mitigate client behavioral errors
- How to reframe traditional quarterly reports
Speaker: Harold Evensky |
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