• 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.
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 BWA Cover 

The Behavioral Wealth Advisor Presentation

 IWIBWA Cover  

The Behavioral Wealth Advisor IWI Article

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Behavioral Wealth Advisor Article From Plan to Portfolio

Behavioral Wealth Advisor Webinars

The Behavioral Wealth Advisor 

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

The Power of Planning

Why Stocks Aren't Risky

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 Perspective and Practices: Bear Market Behavioral Biases - Are You Sure About That?

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

Behavioral Portfolio Management: How successful investors master their emotions and build superior portfolios 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.

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AthenaInvest Advisors LLC
5340 South Quebec Street, Suite 320-S
Greenwood Village, CO 80111

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