Morningstar's Guide for Helping Investors

Overcome Behavioural Obstacles

This guide is about behavioural science and investing, and how advisers can practically apply that research to their work: to help their clients, and themselves, avoid common pitfalls.  

 

Short readings will give you background information on each topic, and the readings are paired with practical tools that you can use with clients to bring the lessons into the real world.

 

 


Our new guide explains:

  • How to attract and educate potential clients

  • How to assess your clients needs

  • How to best check and in respond to requests

  • Tools and worksheets to help ensure your clients succeed

By downloading the guide you are confirming that you are an Investment Adviser.