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What Matters to Your Clients: Leveraging Behavioral Economics in Goals-Based Planning

Session Speakers
Session Description

Why Attend
Learn how to help clients accomplish their life goals by understanding how to integrate behavioral economics with standard financial planning methods.

Session Details
Do you know what truly matters to your clients when it comes to achieving their financial goals? Why leave it to chance? Advisors can use scientific methods within behavioral economics to determine the absolute and relative importance of their clients’ goals, such as planning for retirement, affording their children’s educations, and delving into hobbies. Find out how to help your clients commit to a financial plan by understanding:

  • Concepts from Nobel Prize–winning economists Paul Samuelson, Angus Deaton, Daniel Kahneman, and Vernon Smith
  • How clients make tradeoffs across goals
  • How to integrate scientifically proven practices in behavioral economics with goal-based planning methods

Additional Information
To be announced
Education Session
1h 15m
Session Schedule