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Importance of the Behavioral Approach to Wealth Management & Financial Planning
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Konten disediakan oleh Spiros Vassilakos. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Spiros Vassilakos atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Behavioral finance plays a crucial role in the financial planning we do at the Athenian Private Client Group and it’s part of the Human Element Program we roll out for clients. Today we want to explore the psychology of finance, explain our approach, and look at the role it plays in investing.
Here’s what we discuss in this episode:
0:00 – Intro
0:35 – Psychology of finance
2:27 – The questionnaire
4:34 – Observations
6:40 – Behaviors impacting investments
8:28 – The role of an advisor
11:35 – The first steps
Have questions or want to get your financial plan started? Here's how to contact us:
Website: https://theaudibleadvisor.com/
Phone: (727) 754-8418
Email: svassilakos@athenianpcg.com
Watch the show on YouTube: https://bit.ly/3VmzCUx
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