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    The Psychology of Financial Decision-Making: Understanding Behavioral Biases to Improve Client Outcomes

    by FIG Marketing February 28, 2023
    written by FIG Marketing

    Updated February 22, 2024, at 11:44 AM

    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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    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 FIG Marketing February 21, 2023
    by FIG Marketing 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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  • Product R + D

    How Are Social Security Benefits Calculated?

    by Hamilton Morales February 15, 2023
    by Hamilton Morales February 15, 2023

    Let’s unpack how Social Security benefits are calculated. The more I speak on Social Security, the more I realize that nobody really understands how the Social Security Administration (SSA) comes up with …

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