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FIG Marketing

  • Product R + D
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  • FIG News
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Business Development

    The Psychology of Financial Decision-Making: Understanding Behavioral Biases and Improving Client Outcomes
    Business Development

    The Psychology of Financial Decision-Making: Understanding Behavioral Biases and Improving Client Outcomes

    written by Corinne Clevenger

    Understanding the psychology of financial decision-making will help you develop stronger relationships, deepen trust, and facilitate a playing field filled with satisfied clients.

    Behavioral finance is a field of study that combines the disciplines of psychology and finance to understand better why people make confident financial decisions. While conventional finance models often assume that individuals act rationally and make decisions based on logic and data, the reality is that emotions, biases, and other psychological factors can play a significant role in financial decision-making.

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    The Psychology of Financial Decision-Making: Understanding Behavioral Biases and Improving Client Outcomes was last modified: February 28th, 2023 by Corinne Clevenger
    February 28, 2023
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  • Business Development

    Maximizing Your Client’s Wealth: The Power of a Financial Advisor and Tax Planning CPA Partnership

    by Corinne Clevenger February 21, 2023

    Level up your business by strengthening your strategies through partnership. As a financial advisor, you play an essential role in helping clients reach their financial goals, but you may often face challenges…

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  • Business Development

    2023 Financial New Year’s Resolutions to Share During Financial Wellness Month [Free Client Download]

    by FIG Marketing January 11, 2023

    Between inflation and market instability, it’s no secret that clients are looking to boost their financial standing after a rocky 2022. It’s Financial Wellness Month, which gives you an excellent chance to…

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