Download This PaperFinancial Behavior: The Psychology of Client Communications (Presentation Slides)
Financial Planning Association (FPA) of Greater Indiana Chapter, November 2019 meeting.
45 Pages Posted: 21 May 2020
Date Written: November 22, 2019
Abstract
This is a PDF file of 'Financial Behavior: The Psychology of Client Communications" presented at the Financial Planning Association (FPA) of Greater Indiana Chapter, November 2019 meeting.
This presentation focused on how financial experts and their clients exhibit a wide array of behavioral biases that many times result in incorrect judgments and decisions. Understanding cognitive and emotional issues are important for financial planners and investment advisors to ensure clients are being provided the best financial advice and investment data. The presenter describes some common behavioral finance biases and offers ways for overcoming these biases.
Keywords: Investor Psychology, Personal Finance, Financial Planning, Biases, Behavioral Finance, Behavioural Finance, Financial Behavior, Behavioral Economics, Cognitive Issues, Affect, Emotion, Belief Perseverance, Confirmation Bias, Control, Hindsight
JEL Classification: A12, D81, G00, G30, G10, M00, M10, M41
Suggested Citation: Suggested Citation
