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Importance of the Behavioral Approach to Wealth Management & Financial Planning
Manage episode 438356607 series 3303227
Kandungan disediakan oleh Spiros Vassilakos. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Spiros Vassilakos atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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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