Advisors: Should You Care About Behavioral Finance?

Advisors: Should You Care About Behavioral Finance?

Prasad Ramani, founder of Syntoniq, joins us to discuss the simple and compelling applications of behavioral finance in an advisor's practice and a client's life.

Prasad discusses:
 

  • Why is behavioral finance important
  • How does it impact client investment behavior
  • Why is it a factor when it comes to business development
  • How behavioral finance can be used to develop and strength relationships with new and existing clients
     

Click below the image to listen to the podcast.

Kirk Lowe
Advisor Marketing
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Kirk Lowe is a sought after expert on branding for financial services. He is the Chief Branding Tactician at TactiBrand and the founder of AdvisorContentX & Financial Mark ... Click for full bio

Get a Handle on Your Marketing

Get a Handle on Your Marketing
 

Yes, you’re a financial advisor. But you’re also the payroll supervisor, and the HR director, and the property overseer.

When are you supposed to get to marketing to grow your business?

Do this to get a handle on your marketing.

Click on image above to watch the video.

Related: Create Habits! The Cost of Overthinking Your Business

Paul Kingsman
Development
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Paul Kingsman helps financial services professionals overcome distractions to achieve success sooner. Combining his experiences as an Olympic medalist and his background as an ... Click for full bio