White Papers Resources from industry thought leaders

THE IMPACT OF BEHAVIORAL FINANCE ON THE PSYCHOLOGY OF INVESTING

September 28, 2020 | Transamerica

Behavioral factors can significantly impact a client’s financial wellness. This executive brief focuses on four — Future Concept, Impulsiveness, Materialism and Financial Literacyto provide insights into identifying and addressing each factor during financial coaching, which financial professionals can use to create the optimal plan for each client.

Transamerica

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