Journal of Financial Planning

August 2020  I  Volume 35  I  Number 8

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Journal in the Round: Lessons in Shifting Clients' Panic to Confidence

August 26, 2020 | 2 p.m. ET
Join contributor Nick Follett, manager, fixed income at Commonwealth, and behavioral finance experts as they explore the behavioral interventions outlined in the cover story and how to apply these interventions. They’ll also discuss the importance of understanding clients’ behaviors and biases in investment planning to optimize clients’ well-being and financial results. 

Cover Story

22 Behavioral Nudges to Optimize Client Outcomes

by Daniel Crosby, Ph.D.
Click here for article

Journal of Financial Planning

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