Help Your Clients Navigate These 4 Suboptimal Financial Attitudes

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4 Financial Mindsets That Drive Your Clients

You can help your clients make better financial planning decisions if you have a better understanding of what drives them. A recent survey by Goldman Sachs put some light on investors’ behaviors, providing clues you may use to help clients juggle their financial priorities.

How to Think About Money: 9 Ideas

In his new book, The Psychology of Money, award-winning author Morgan Housel uses 19 short stories to explore the strange ways people think about their finances. Here we cover some of his most interesting and practical takeaways to share with clients.

Managing the Biggest Risk: Client Behavior

The wild card in any client’s investment risk profile is how well they will handle loss, and that can be devilishly hard to predict. However, starting relationships right can help keep client behavior manageable later.