EPISODE · Jan 28, 2026 · 20 MIN
Ep #153 - The Behavioral Biases That Cost Clients the Most
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group
Most long-term financial outcomes aren’t determined by picking the right investments. They’re determined by how people behave under stress, uncertainty, and emotion. Listen in as Adam and Ben discuss the very human and common biases that, when left unchecked, can derail plans. They’ll share how they view their roles as planners how they try to help with stress, uncertainty and emotion. Ticket #T010264Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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Most long-term financial outcomes aren’t determined by picking the right investments. They’re determined by how people behave under stress, uncertainty, and emotion. Listen in as Adam and Ben discuss the very human and common biases that, when left unchecked, can derail plans. They’ll share how they view their roles as planners how they try to help with stress, uncertainty and emotion. Ticket #T010264 Thanks for listening! If you want to be notified when the next episode will be rele...
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Ep #153 - The Behavioral Biases That Cost Clients the Most
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