Subscribe Now

Trending News

04 Dec 2020

Behavioral
Insights

Simple, memorable, and visual financial education

Too often, client educational efforts fall prey to the erroneous belief that explanation of complex, dynamic systems like capital markets must be equally complex. In doing so, we alienate those who we had hoped to serve and accomplish little.

The Behavioral Insights is a visual guide designed to give advisors a better understanding of investor perspective and how it might impact their long-term financial success. Rooted in research, Behavioral Insights shows that effective financial education is:

Simple_Icon

Simple

Memorable_Icon

Memorable

Visual_Icon

Visual

Delivered_Icon

Timely