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A closer look at client biases

By Kate McCaffery | Oct. 28, 2020, 10:17 a.m.

Photo: Freepik - pch.vector

Why should a financial advisor study behavioural science? Although it is not possible to defeat biases, there are things you can do in the moment, and ahead of time, to help keep your clients’ biases from derailing their financial plans.

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