FA Whitepapers

Whitepapers Archive  |  Market and Economic Outlook

February 2021   


The Impact of Behavioral Finance on the Psychology of Investing

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.