Podcast: Gaining Perspective (LS 31 · TOP 5% what is this?)
Episode: A Practical Guide to Behavioral Finance
Pub date: 2021-01-27

Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization

The future of financial advice is evolving. The real value of an advisor not only requires the ability to build a plan and portfolio, but to guide clients through the process, unearth their values and emotions, and change their behavior for the better. A realm of the relationship is called the human side of money.  Here today to talk about that human side and how advisors can leverage the science of behavioral finance is Brendan Frazier.

The podcast and artwork embedded on this page are from Advisor Perspectives, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.