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    Business Development

    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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  • Marketing + Branding

    5 Ways to Build a Customer Experience Strategy

    by FIG Marketing January 31, 2023
    by FIG Marketing January 31, 2023

    Scale your business, build relationships with your clients, and create lasting partnerships by developing a solid customer experience strategy. A client’s experience is all about perception. Even in everyday situations, such as …

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  • Business Development

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

    by FIG Marketing January 11, 2023
    by FIG Marketing January 11, 2023

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

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