Managing Irrational Client Behavior

The Science of Fear and Greed

Two out of three advisors say their most significant challenge in engaging with personal retirement clients is helping them manage irrational fears and anxiety.* These tools can provide advisors with expert guidance on the best ways to help clients engage in consistent, positive actions to achieve their retirement goals, including understanding emotional triggers and tactics for how to keep clients stay on track.
 

Managing Irrational Client Behavior
*Voya Investment Management, March 2015 survey of retirement advisors by GDC Research and Practical Perspectives

 

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