Brought to you by the Applied Behavioral Economics Knowledge Circle: Behavioral finance is often discussed either from an academic lens or through the client-facing experiences of working professionals. What’s missing are more opportunities for academia and firms to collaborate in exploring these unique perspectives. By bridging this gap, research becomes more actionable, practice becomes more evidence-based, and innovation in serving clients accelerates.

Brought to you by the Applied Behavioral Economics Knowledge Circle: Understanding your client’s financial psychology is essential for building trust, uncovering true motivations, and guiding them toward meaningful, sustainable goals

Have you considered enhancing your practice by integrating financial, behavioral and client psychology?

Financial advisors know that their clients often make investment decisions that may not be purely rational.