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21 Oct 2020

Behavioral
Insights

Simple, memorable, and visual financial education

Too often, client educational efforts fall prey to the erroneous belief that explanation of complex, dynamic systems like capital markets must be equally complex. In doing so, we alienate those who we had hoped to serve and accomplish little.

The Behavioral Insights is a visual guide designed to give advisors a better understanding of investor perspective and how it might impact their long-term financial success. Rooted in research, Behavioral Insights shows that effective financial education is:

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Simple

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Memorable

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Visual

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Timely

Download the book

Chapters 1 and 2 of Behavioral Insights are available as a free download
to help you learn more about the behavioral investor and their psychology.

The final chapter will be available later this year to provide a
deeper dive into the behavioral alpha derived from the support of a financial advisor.