Advisors who can help clients prepare emotionally for financial challenges, risks and opportunities deliver higher value, but doing so means focusing less on spreadsheets and more on coaching clients to incorporate the latest behavioral lessons.
Advisors who can help clients prepare emotionally for financial challenges, risks and opportunities will deliver a service beyond which any digital advice provider can emulate, but doing so means focusing less on spreadsheets and more on coaching clients to incorporate the latest behavioral finance lessons. Expert Herman Brodie explains how helping clients better estimate abstract concepts like probabilities, longevity, and cognitive decline are among the steps that will better prepare them for retirement. In the end, educating clients' mindsets is what will lead to healthy financial behaviors and decisions pre-retirement and beyond.
Speaker:
Herman Brodie
Founder, Prosecta Limited
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