Dan Kullman, Regional Vice President & Behavioral Economics Architect, Towes
There is an ever-increasing amount of informationavailable about behavioral finance and abundant evidence of the average investor’s poor ability to navigate markets. Yet, the advisory community has produced limited guidance for advisors who wish to curb biases and improve investor decision making.
This course distills a wealth of information about investor behavior into practical tools and processes. The intended outcome is to train advisors to implement investor behavioral considerations when building portfolios, create greater client understanding and deeper client relationships, and improve competitive differentiation.
Corporate Partnersplay an integral part of our chapter’s success. We still have room for a couple more Platinum and Gold Partners. Are you interested in a looking into ways your company can be more involved with FPA Austin 2019?
Outsourcing may be Key to Your Growth as an Advisor By Brad Miksek, Platinum Partner Innovative Portfolios
A 2013 article in thewealthadvisor.com1 titled, “Grow Your Practice With Outsourced Portfolio Management Options,” pointed out that the volatile market environment was making it more difficult to add value through investment management...MORE
Assist clients from Habitat with budgeting, debt reduction, saving for a down payment, and 401k guidance. The time commitment for each meeting is about 45 minutes and most questions are answered during the first appointment. We receive between 3 and 4 inquiries per month.