No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
When it comes to money and investing, people do some pretty strange things.
Trying to steer clients toward a particular investment—or away from one—can be an exercise in futility if you don't address the faulty logic that underlies their position. Here are the top five biases that trap investors and strategies for how to handle them.
Sure, your clients know that they're supposed to buy low and sell high, but that doesn't mean they're going to do it. New research sheds light on how investors make decisions—and how to steer them toward better ones.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025