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Using Behavioral Finance to Guide Clients to Goal Achievement

Wealth managers need to take on the role of a coach to assist clients in achieving their short- and long-term financial goals.

This guide introduces several behavioral theories and behavior management strategies for wealth managers to help clients embrace goal achievement; and therefore, build high trust relationships that last.

With this guide, you will:
  • Understand dual-self theory and psychoanalytic theory
  • Learn the three most common biases of prospect theory
  • Discover the behavior coaching strategy using the 3-V approach
For more learning opportunities like this, consider earning the Wealth Management Certified Professional®  (WMCP®) – The premier designation for personal wealth planning professionals.

Download Your Guide