The Advisor Lab by CION

Episode 122: The Tactics of Using Behavioral Finance to Convert


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In this episode, we welcome Brendan Frazier, Founder of Wired Planning. Behavioral finance isn't new - but Brendan has got implementing it down to a science. Our discussion with him breaks it down in ways that will resonate with advisors that are building a practice, and we also get into an interesting chat about the future of financial advice in our new AI Chat world that provides insight for advisors at all levels.

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The Advisor Lab by CIONBy CION Investments

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