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The Real Work Isn't About the Numbers When markets drop or life upends, clients don't call asking for a portfolio rebalance. They call because fear is louder than reason. And that's where you matter most. Here's the shift: Emotional conversations follow a pattern. Your job is to interrupt panic and move the client toward…
Behavioral finance should play an important role in graduate financial planning programs to prepare students for the realities of client interaction. Integrating behavioral finance better equips (future) advisors to recognize and manage the cognitive biases and emotional factors that often drive client decisions, such as…
Are you ready to take your client relationships to the next level? I’m excited to tell you about PFPL 650, Client Psychology and Communication, a graduate-level course designed to deepen your understanding of how clients think, feel, and make financial decisions. This isn’t just theory—we explore real client behaviors,…
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