Past Webinar: Watch on Demand

Chuck Wachendorfer

Tuesday, November 05, 2019 | 12:00 PM — 1:00 PM EST

Intro to Behavioral Financial Advice: Why Smart People do Dumb Things with Their Money

Presented by:
Chuck Wachendorfer

Partner and President of Distribution for Think2Perform

Join Chuck Wachendorfer for a special webinar when he will address current trends in financial advice. He will be discussing the importance of understanding emotions in decision-making, and how understanding behavioral financial advice can benefit both you and your clients. Chuck will also explain how these best practices can lead you to helping clients increase their risk tolerance and make financial decisions that are in alignment with their values and goals.

Learning Objectives:
  • The role of emotions in financial decisions
  • The ideal state of emotional intelligence and how to achieve it
  • How to prepare your clients for the "certainty of uncertainty"
  • What Behavioral Financial Advice means and how you can learn more about it

Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

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