Financial Behavior Institute
At the Financial Behavior Institute, we offer programs dedicated to educating and empowering financial advisors to better serve their clients through an understanding of behavioral finance. We believe that financial success is not just about numbers and investments, it's also about understanding our clients’ behavior towards money. We use behavioral finance to help financial advisors understand how their clients’ emotions and behaviors can impact their financial decisions. We explore how to communicate with clients with different priorities while helping them develop better habits.
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Jackie Mazur
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