Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
In Practice November 6, 2023
Adviser Talks: Phil Sherman On Behavioral Finance (Video)
Sherman, of Deschutes Investment Consulting, discusses the importance of communication style and language in reaching participants.
Reported by PLANADVISER Staff
At this year’s PLANADVISER National Conference, current and past Plan Adviser of the Year finalists and winners spoke about core areas of focus and trends in their practices.
In this brief video, Phil Sherman, a senior retirement plan consultant at Deschutes Investment Consulting LLC, talks about behavioral finance’s role in a successful advisement practice.