Incorporating Behavioral Finance Into Financial Planning

Posted on March 30, 2021

Clients and their families are more complex than spreadsheets and returns. Their finances are driven by psychological background, relational dynamics and personal values. We explored this over Behavioral Finance Week at Framework, talking with five top minds in the field.

Our webinar sums up the ideas explored and how you can integrate behavioral health principles into your practice to make your planning more effective and client-focused.

Jamie Hopkins, Managing Director of Carson Coaching, leads the discussion in “Incorporating Behavioral Finance Into Financial Planning” and is joined by:

• Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions
• Jane Henshaw, Head of Investor Behavior at Vanguard
• Jeremy Schwartz, Global Head of Research at Wisdom Tree

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