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.
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 Behavioral Wealth Advisor Presentation
The Behavioral Wealth Advisor IWI Article
Behavioral Wealth Advisor Article From Plan to Portfolio
Behavioral Wealth Advisor Webinars
Applying Behavioral Finance with Daniel Crosby PhD. and Tom Howard PhD.
Return of the Active Manager: A Behavioral Approach
Behavioral Advisor Articles
Long-Term is Longer Than You Think
Is Your Portfolio Global Mush?
How Long Can A Good Fund Look Bad?
Use Needs Rather than Fear for Allocation
Behavioral Advisor Perspectives and Practices Articles
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 Finance Books by C. Thomas Howard PhD
Return of the Active Manager: How to apply behavioral finance to renew and improve investment management
by C. Thomas Howard PhD and Jason A. Voss, CFA
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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.