The Augmented Advisor

How Financial Advisors Can Use Behavioral Finance To Grow Their Business And Better Serve Their Clients


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Dan Egan, Director of Behavioral Finance and Investing at Betterment explains how financial advisors can leverage new strategies to grow their business. John, Mike, and Dan tackle things like the Impact of free financial products and services on the wealth management industry and how it affects the end client. They also attempt to answer the burning question of "If a computer does it... can we call it financial advice?"

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The Augmented AdvisorBy Blueleaf