Emotionally Intelligent Advisers May Make Annuities More Appealing
Artificial intelligence analyzed metadata from 12,000 client meetings to determine how financial advisers’ behaviors influence client decisionmaking.
Tag: psychology of financial planning
How Advisers Can Help Clients Deal With Financial Stressors
Personalizing communication and reframing financial issues help advisers reach overwhelmed clients.
The CFP Board to Include the Psychology of Financial Planning in Its Certification Exam
The aim of expanding the training to include more people skills is to help advisers align more closely with their...