Financial Behavior: The Psychology of Client Communications (Presentation Slides)

Abstract

This is a PDF file of 'Financial Behavior: The Psychology of Client Communications" presented at the Financial Planning Association (FPA) of Greater Indiana Chapter, November 2019 meeting. This presentation focused on how financial experts and their clients exhibit a wide array of behavioral biases that many times result in incorrect judgments and decisions. Understanding cognitive and emotional issues are important for financial planners and investment advisors to ensure clients are being provided the best financial advice and investment data. The presenter describes some common behavioral finance biases and offers ways for overcoming these biases.