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6 Behavioural Biases Impacting Your Client

For your clients, investing is clearly more than a mathematical analysis of risk and return. It’s a constant struggle: to tune out irrelevant information and to have the strength to stick to your financial plan.

 

This guide highlights the 6 common behavioural biases constantly confronting your clients.  An understanding of these biases – and how to address them – is crucial in the pursuit desired financial outcomes. 

 

 


In this report, you will learn:

  • Why your clients shoot themselves in the foot

  • Common biases and what to do about them

  • How Morningstar approaches these biases when managing discretionary portfolios

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