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 Literacy — to provide insights into identifying and addressing each factor during financial coaching, which financial professionals can use to create the optimal plan for each client.
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