Retirement Advisor: Changed Thinking, Changed Behavior

from SA For FAs · host Seeking Alpha

In periods of turbulence, like Q4 of last year, did your clients despair or did they remain calm? Achieving the latter should be a benchmark for being an effective advisor. This podcast (3:55) argues that client education and behaviorally sensitive wealth management can change a vicious cycle into a virtuous one.Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Sep 10, 2019

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Retirement Advisor: Changed Thinking, Changed Behavior

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