• Research and data-driven behavioral insights to guide client conversations

  • Practical application of behavioral finance to portfolio construction, management and analysis

  • Ideas, guides and materials designed to differentiate and grow your practice

  • Current market conditions from the Behavioral, Economic, Valuation, and Technical perspectives

The Behavioral Wealth Advisor Webinar On Demand Resources

Becoming a Behavioral Wealth Advisor goes beyond reactive coaching. It means taking a proactive approach to wealth management designed to build confidence and minimize behavioral triggers and biases that can destroy wealth.

The Behavioral Wealth Advisor

On Demand Webinar Recording

Presenters: C. Thomas Howard, PhD, AthenaInvest's CEO and Chief Investment Officer and Lambert Bunker, VP of Business Development

The Behavioral Wealth Advisor Service Model:

  • Discover how being a Behavioral Wealth Advisor can differentiate and grow your practice.
  • Understand the components of a behavioral advice service model.
  • Minimize clients' behavioral mistakes and increase confidence in their financial life.
  • Reframe risk and understand how it is managed through a needs-based planning approach.
  • Recognize common behavioral biases, how they work and how they can be mitigated.

Contact

AthenaInvest Advisors LLC
5340 South Quebec Street, Suite 365-N
Greenwood Village, CO 80111

Phone:   (877) 430-5675
Fax:        (303) 721-6294
Email:     support@athenainvest.com