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The Behavioral Wealth Advisor

Published on July 31, 2018

Investments & Wealth Monitor | July-August 2018 Issue


As volatility returns to normal levels and questions abound about the duration of the current bull market, many financial advisors are focused on client behavioral coaching, hoping to prevent panicky sell-off requests that can destroy long-term wealth.

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.