Misbehavioral Finance: How Emotions Ruin Investing Outcomes

This is Episode 6, the last episode in our Investing Strategy series, and it’s called, Misbehavioral Finance: How Emotions Ruin Investing Outcomes.  We talk with Dr. Ted Klontz, of Klontz Consulting Group, an associate professor at Creighton University and professional consultant for major entertainment management groups. Klontz has authored or co-authored six books, including, “Mind Over Money: Overcoming the Money Disorders that Threaten Our Financial Health”.  He has been a financial savior for athletes and entertainers, like Wynnona Judd, showing them the keys to successfully managing their money.

Episode 5: Investing After Retirement: Hit the Gas or Hit the Brakes?

Episode 4: Investing View From the Advisory Frontlines: A Talk With Advisors, Part II

Episode 4: Investing View From the Advisory Frontlines: A Talk With Advisors, Part I

Episode 3: Is the New Normal Now the Old Normal? Retooling Fixed Income Portfolios

Episode 2: What Keeps Advisors Up at Night in Global Mid-Cap Investing?

Episode 1: Are Mid-Caps the Goldilocks of Investing?

Check out ThinkLeader podcasts on iTunes.

How to Become a More Efficient Advisor & Open Up Client Communication

Overview

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Being on the leading edge of technology is important, but only if you use the right tech at the right time – more technology is not always better. The key thing to keep in mind is ensuring your clients have a streamlined, user-friendly experience. Removing barriers to information and easing access to the advisor is critical to retaining clients, particularly millennial clients, who have little tolerance for a cluttered tech experience. Informed clients also allow you to spend less time explaining the basics and more time with other clients.

Join this complimentary webcast to discover what features the best client-facing technology should include to help make your relationships as efficient as possible. Afterward, you’ll understand:

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Featured Speakers:

Joel P. Bruckenstein, CFP

CFP®

Joel P. Bruckenstein, CFP® is an internationally recognized expert on applied technology for financial professionals and Publisher of the T3TechnologyHub. He is also the producer of the annual Technology Tools for Today (T3) Conference, the only FinTech conference serving the needs of independent financial advisors and those who support them.