Behavioral finance, a field that blends psychology with economic decision-making, provides profound insights into the complexities of human behavior in the financial realm. I have been interested in ...
Through the Behavioral Financial Advice Training Program, Ladenburg’s highly-qualified Practice Management team of professional business coaches provide industry-leading education and training in ...
In this week's episode of the Financial Planning Podcast, one of behavioral finance's founding fathers explains why financial advisors who embrace their role as "wellbeing advisors" have the power to ...
Behavioral finance advisors, or BFAs, are trained to help clients navigate the emotional and practical aspects of their finances. After all, investing should be a science, but it's often an art. And ...
The purpose of the wealth management industry is to increase the value of your portfolio. Add a new focus to the industry's mission: your head. Processing Content How an investor thinks and feels — ...
In the nuanced realm of financial advising, where the balance between client trust, market adaptability, and ethical sustainability is paramount, embracing the triple bottom line—people, profits, and ...
Case Study 1: Carrie's Transformation: Carrie, driven by her curiosity about behavioral coaching for financial success, proactively sought guidance from a specialized coach, Lisa. Through a diligent ...
Books and articles on behavioral finance tend to discuss “the crazy things that clients sometimes do and not a lot about what we, as practitioners, are supposed to actually do about it,” said Kitces, ...
There’s a great short story from Orson Scott Card called Dogwalker. Originally published in 1989, it’s about a team of e-criminals who attempt to pull off a grand heist on a wealthy target. Using ...
“Dark patterns are design features used to deceive, steer, or manipulate users into behavior that is profitable for an entity offering a product or service, but they are often harmful to users.”—Rohit ...