Our dedicated sales team is at your service
We're ready to answer your questions and assist you with your investment needs.
In the age of robo investing, new DOL fiduciary rules and a multi-billion-dollar generational asset transfer on the horizon, it's imperative for advisors to master "human" skills. This brings the field of Behavioral Finance to the forefront. While the science of Behavioral Finance becomes more mature, the art of applying its principles can get complicated. Biagnostics can help. Start designing the experience your clients want…and need, today.
Liberate your clients from the emotional and psychological influences that can lead to impaired investment results. This advisor guide can help you:
Understand investing biases from both scientific and social perspectives
Discover how multi-generational clients' experiences shape their investing behaviors
Learn how to factor your clients' emotional, cognitive and social biases into portfolio modeling and communication
The Bias Freedom Plan investor workbook is designed to help you gather (and discuss) the information you need to:
Diagnose your clients' emotional and cognitive biases
Determine how generational experiences impact their investing attitudes
Design a customized Bias Freedom Plan to treat their biases
Create the investing experience your clients want and need for long-term financial well-being
Access resources developed for institutional use only—and subscribe to receive our latest news and insights.Register