Investments & Wealth Monitor | July-August 2018 Issue
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.
- Differentiation as a BWA
- Behavioral Finance and Behavioral Biases
- Key Fundamental Investing Principles
- The BWA Client Service Model
- Measuring Progress Against Goals
Making the transition to a BWA can result in better client satisfaction, retention, and referrals.