How Behavioral Finance Impacts Wealth Management
In this podcast, you'll learn how behavioral finance influences financial decision-making and how advisors can talk to clients about more than numbers.
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In this episode of Big Picture in Practice, Julie Willoughby and Syl Flood discuss the role of behavioral finance as a science in managing wealth client relationships. Joining them are guests Sarah Newcomb, Director of Financial Psychology for Morningstar, and Stan Treger, a behavioral insights advisor with Northern Trust.