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The Behavioral Wealth Advisor

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Investments & Wealth Monitor | July-August 2018 Issue


Abstract


In this landmark practice management article, the authors discuss how a Behavioral Wealth Advisor (BWA) can take a holistic and proactive approach to wealth management, thus creating a behavioral discipline throughout the client service model.

Topics Include:

  1. Differentiation as a BWA
  2. Behavioral Finance and Behavioral Biases
  3. Key Fundamental Investing Principles
  4. The BWA Client Service Model
  5. Measuring Progress Against Goals

Making the transition to a BWA can result in better client satisfaction, retention, and referrals.

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