Journal of Financial Planning
August 2020 I Volume 35 I Number 8
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.