Morningstar's Guide for Helping Investors Overcome Behavioral Obstacles  

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

 

Short readings will give you the background information on each topic, and these 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 in and respond to requests
  • Tools and worksheets to help ensure your clients succeed