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Ep 32: Taking Behavioral Finance From Theory to Practice — With Jonathan Bernstein

By Robyn Walter | October 21, 2020

How can advisors take behavioral finance from theory to practice and address not only client biases but perhaps some of their own biases as well?

Listen to this episode, as Laura Gregg and David Partain talk with Stringer Asset Management’s Jonathan Bernstein.

Jonathan has a passion for identifying and understanding the behavioral financial issues that can influence the long-term performance of a portfolio. He shares specific processes that advisors can implement to help clients limit or avoid poor investing choices — enabling them a better chance of achieving their long-term goals.

Listen to learn:

Ways to address and overcome herd mentality
Three things to acknowledge to keep clients on track
How advisors can discourage the fear of missing out (FOMO) in clients
Why implementing a tactical portfolio sleeve may make sense
And more!

Listen to learn how to put a well-designed process into place today!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Stringer Asset Management | Jonathan Bernstein| Ep 20: Coaching Clients in Volatile Times – With Morningstar’s Dr. Sarah Newcomb

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