Financial Performance in the New Behavioral Economy White Paper

The winds of change are moving fast through the modern economy, and this includes the financial services industry. What we are seeing is the emergence of the New Behavioral Economy – where the client is king and behavioral finance is in. This means the approach to providing financial services will become client centered and will revolve around behavioral insights.

The Financial Performance in the New Behavioral Economy White Paper is a Behavioral Guide intended to serve as an introductory framework for advisors, so that they can improve the financial performance of their investor clients using validated financial behavior insights.

The Financial Performance in the New Behavioral Economy White Paper includes:

  • 10 practical demonstrations showing how advisors can apply financial behavior insights to help guide and communicate with their clients to more confidently make committed investment decisions.
  • Guidance on solutions for building the financial performance of clients including: Behavioral Profiling, building Behavioral Investment Policy Statements and Performance Reviews.
  • The Financial “Blind-Spots” Exercise for building initial self-awareness and reducing the negative impact of financial blind-spots on financial performance.

Click here to download the White Paper.

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3 Comments on "Financial Performance in the New Behavioral Economy White Paper"


Guest
Pareto FP
7 years 3 months ago
Great post, I have been doing research on "Behavioural Finance" recently and I have found some great insights, I will certainly be using your resources in the future, thanks
Author
Hugh Massie
7 years 2 months ago
For additional resources on Behavioral Finance, be sure to visit our Financial DNA website. Also you can download our Financial Performance in the New Behavioral Economy White Paper.
Guest
Sandra Parkinson, Certified Financial Planner
8 years 3 months ago
Hi there. I found an article that mentioned DNA through the Financial Planning Association website. I have been reviewing your http://www.communicationdna.com site and blog and I really enjoyed this White Paper. I am looking forward to using your resources to help me in my planning process as I work with clients.