In February 2009 we completed cutting edge research on practice behaviors, giving a short survey to 100 leading financial advisors with practices having assets under management over $50 million. The overall conclusion would be that advisors could be doing more to use human behavioral insights as a foundation for building their practice in the future. The message is not that human behavior is seen as unimportant by advisors. Rather, more behavioral discovery could be done. This behavioral information could then be far better leveraged to improve performance for the practice and your clients.
Read the article HERE.