Webcast Replay: Revolutionizing Advice on the Industry’s Transformation
Future Proof Digital was thrilled to feature Michael Kitces, Penny Phillips, and Josh Brown for a discussion of all things advisor-related! We covered a variety of topics in a compelling discussion, including referrals, capacity, marketing, and technology.
Building the Ria Business of the Future
The financial services and wealth management landscapes are constantly evolving, driven by ever-changing regulations, market forces, and emerging technologies. It can be challenging to stay ahead of the curve, especially when the stakes are so high, and the pace of change is so unpredictable. That’s where leaning into the insights and experiences of current industry […]
Befi for the Win: How Behavioral Finance Can Change the Game
Behavioral finance (”BeFi”) is the principle that we allow our emotions to prevent good investment practices. Clients are emotional, and money is emotional. You need a toolset to help clients manage the rollercoaster of investing.
Overcoming Irrational Client Biases Through Behavioral Finance
As a wealth manager, your clients come to you seeking financial advice and strategies to grow their wealth. While traditional finance focuses on rational decision-making, behavioral finance recognizes that emotions and biases can heavily influence investment decisions.