When More is Less: Rethinking Financial Health

Even the best laid financial plans can be derailed by the wrong financial behaviors. To help investors avoid behavioral mistakes, advisors must assess both aspects of a client’s financial health: their economic stability and emotional well-being.

In this report, you will learn:
  • How adding two simple ideas to onboarding interviews and check-in conversation can foster positive changes in clients’ economic behaviors and emotional well-being
  • How to assess a client’s financial health through the lens of psychology to target the specific areas where clients need the most support
  • Why investors need both economic stability and emotional well-being to be financial healthy

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