The qualities that make someone a great financial planner go far beyond simple technical knowledge. Reflecting…
Tag: Behavioral
FPA Launches Competency Model to Enhance Advisors’ Behavioral Skills
The Financial Planning Association (FPA) is offering a new program to help advisors chart out ways…
Behavioral Economics and Managing Investor Expectations
James Langabeer, PhD and Ryan Nauman, Market Strategist, Zephyr The latest readings on consumer sentiment are…