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        Bitcoin, Buffett & The Confirmation Bias

        I was listening to a webinar earlier this week hosted by Ric Edelman with Matt [...]

        13
        May
        Perception > Truth

        Most people would agree that knowing a truth is important. We are driven to find [...]

        10
        May
        Highest Rated Client Article From 2020

        Many financial advisors do a good job of staying in front of their clients and [...]

        03
        May
        Are Chatbots the Future of Financial Advice?

        Artificial intelligence continues to make great progress as we seek greater efficiency in our businesses [...]

        19
        Apr
        What I Learned About Investing by Walking My Dog

        A few weeks ago I was walking my dog. He is a seven-year old British [...]

        12
        Apr
        Deceptive Ads – Part 2

        Last week I wrote about an ad I encountered on Facebook about a trading program [...]

        05
        Apr
        This Type of Ad Could Make Your Clients Jump Ship

        This is a recent coaching message to members of The Behavioral Finance Network. The financial [...]

        29
        Mar
        Improving Habits: Help Your Clients Develop Better Investment Habits

        Over 40% of our daily activities are not conscious decisions, rather habits. These daily activities [...]

        22
        Mar
        3 Tips to Improve An Advisor’s Website

        Many financial advisor websites lack the ability to engage and impress a website visitor. It [...]

        05
        Mar
        Frigid Cold, Earthquakes & Investing

        At first glance it may seem that the cold Texas just endured, earthquakes and investing [...]

        23
        Feb
        Becoming a Passive Investor

        Over the past several years, investors and experts have debated passive vs active investing. Passive [...]

        16
        Feb
        The Lure of Envy

        The color green is attributed to many positive things in life. Green is often used [...]

        03
        Feb
        How Advisors Benefited From Behavioral Finance in 2020

        2020 was quite a year! The crisis was an opportunity for advisors to rise to [...]

        05
        Jan
        It Could Have Been Worse

        Many people love surprises. A surprise party. A surprise gift. A surprise visitor at the [...]

        21
        Dec
        Using Behavioral Finance to Communicate More Effectively

        Behavioral finance is using psychological principles in the business of finance and economics. But the [...]

        17
        Nov
        When Better is Worse

        Just over a week ago… I got a text and email from American Express asking [...]

        09
        Nov
        Improving Your Website to Get More Business

        I created this video for Behavioral Finance Network members on August 5th and think it [...]

        02
        Nov
        How Did I Miss That?

        The other day I was pondering on what the economy and market may do in [...]

        15
        Oct
        Behavioral Coaching

        Behavioral coaching is a term used often among advisors. But what exactly is it? Behavioral [...]

        08
        Sep
        Using Loss Aversion to Your Benefit

        Loss aversion is an emotional bias. Basic behavioral coaching strategies are ineffective with emotional biases. [...]

        31
        Aug
        The CDC, COVID and Behavioral Biases

        The director of the CDC recently said that this fall may be the worst one [...]

        15
        Aug
        Challenges of Applying Behavioral Finance

        There are various challenges to applying behavioral finance effectively in an advisor’s practice. In this [...]

        05
        Aug
        How Behavioral Finance Helped Advisors in 2020

        As I speak at major conferences on the application of behavioral finance I often hear [...]

        14
        Jul
        Make 2020 A Great Year

        We are halfway through the year, and already people say “good riddance” to 2020. This [...]

        07
        Jul
        How Investors Choose Their Financial Advisor

        I am a member of Brighthouse Financial’s Insights Panel. This panel contains thought leaders across [...]

        08
        Jun
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