Stop Acting Crazy! A Fresh Look at Behavioral Finance - American Institute of CPAs
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Stop Acting Crazy! A Fresh Look at Behavioral Finance
Despite their best efforts to behave, people still make crazy decisions around money. As financial professionals, it can be particularly frustrating to watch clients do things we know aren't in their best interest. In this session, Carl Richards will use a combination of the latest research, best practices, and the sketches he's known for to help you better understand how to counter the worst client behavior around money.