Published On Apr 5, 2024
Focusing on behavioral finance techniques to serve clients across their lifetime
To become invaluable to clients, advisors must focus on core human needs. This often means taking a deep dive in cognitive biases and emotional drivers that might affect financial decision-making.
Dr. Naomi Win, a behavioral finance analyst for Orion, explains how advisors can support their clients through life’s changes to help ensure the durability of client relationships.
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