Behavioral Finance

A timely conversation

Too few Americans have sufficiently prepared for their financial futures. Lifelong habits and attitudes toward money often influence spending and investing decisions, which can impact the ability to save for a home, pay for college, fund retirement, and cover healthcare costs throughout life.


Behavioral finance strikes at the root of whether investors reach their investment goals. The potential for a changing market landscape — and changing client conversations — makes this a timely and must-have discussion. The link between behavior and financial outcomes is often unseen. Help your clients see clearly.

The right tools for the job

We have tools to help guide these crucial conversations with your clients, including: Questions To Start The Conversation, Know Your Numbers, and An Annual Review Checklist

Conversation starters Retirement numbers Annual review

Learn more

Check out our other thought leadership programs.


Contact us today to discuss behavioral finance techniques that can help set your business apart.


800-851-7555