Peggy Doviak PhD CFP Getting Started This presentation will discuss how some of the roots of behavioral finance lie in the impact of the social and cultural background of the client For financial planners to retain clients write plans that are implemented and have clients return for upd ID: 712008
Download Presentation The PPT/PDF document "Behavioral Finance, Communication, and C..." is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.
