• 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 Education Resources

A behavioral wealth advisor (BWA) takes a holistic and proactive approach to wealth management, creating a behavioral discipline throughout the client service model that is designed to increase the client’s confidence, minimize behavioral biases and improve long-term wealth. 

BWA Logo Horizontal

Behavioral Wealth Advisor Practice Model

These resources provide guidance on how a needs-based plan can function as a foundation to help minimize overreaction to volatility and challenging markets like we’re experiencing today.  There are also suggested approaches to the discovery process, ongoing client communication, education and behavioral coaching as well as other areas of the client service model. 

The BWA approach has proven to help advisors improve both client relationships and client retention. Additionally, having an explicit behavioral positioning will differentiate your practice and help to attract and acquire higher- net-worth clients.
 

 IWIBWA Cover  The Behavioral Wealth Advisor IWI Article

BWA webinar wLogo The Behavioral Wealth Advisor On-Demand Webinar

BWA Cover The Behavioral Wealth Advisor Presentation

Behavioral Advisor Perspectives and Practices Series:

Behavioral Advisor Perspectives and Practices: Stay Invested Through the Rocky Bottom

Behavioral Advisor Perspectives and Practices: Responding vs. Reacting

Behavioral Advisor Perspectives and Practices for Uncharted Waters

Behavioral Advisor Articles: 

Invest For The Decade, Not The Year

The Best Strategies for Building Wealth

Putting Market Declines In Perspective

 

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Behavioral Viewpoints features new topics each month which are intended to help advisors and investors gain a deeper understanding of how behavior shapes the investing landscape.

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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