127: Preparing Your Clients and Practice for Behavioral Finance 3.0 with Meir Statman

Meir Statman, a trailblazer in behavioral finance, says: “Financial well-being underlies life well-being.” Advisors know their clients want to feel happy and fulfilled and make decisions aligned with their values.  But weaving that into financial advice? That’s the challenge. And, that’s the next frontier for behavioral finance. Meir has witnessed every generation of behavioral finance … Read More Read More