Behavioral Finance: The Power Of Behavior To Build Wealth + Health

Too few Americans have sufficiently prepared for their financial futures. Lifelong habits and attitudes toward money often influence spending and investing decisions, which can impact the ability to save for a home, pay for college, fund retirement, and cover healthcare costs throughout life. Behavioral finance strikes at the root of whether investors reach their investment goals. The potential for a changing market landscape — and changing client conversations — makes this a timely and must-have discussion with Ryan Bertrand - VP Managing Director Advanced Markets.

The link between behavior and financial outcomes is often unseen. Help your clients see clearly.

About Ryan Bertrand:

Ryan Bertrand is the VP Managing Director Advanced Markets at Transamerica and has been in the financial services industry for over two decades and heads Transamerica’s Advanced Markets Group, a group of industry experts with designations ranging from CFP®, CLU®, and even a Medical Doctor. The Advanced Markets Group creates tools, resources and presentations to help professionals better serve their clients.

Compliance Disclosure: “Transamerica Resources, Inc. is an Aegon company and is affiliated with various companies which include, but are not limited to, insurance companies and broker-dealers. Transamerica Resources, Inc. does not offer insurance products or securities. The information provided is for educational purposes only and should not be construed as insurance, securities, ERISA, tax, investment, legal, medical or financial advice or guidance. Please consult your personal independent professionals for answers to your specific questions.”

Behavioral Finance: The Power Of Behavior To Build Wealth + Health

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