Importance of the Behavioral Approach to Wealth Management & Financial Planning

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: [phone]

Email: [e-mail]

Watch the show on YouTube: https://bit.ly/3VmzCUx