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Financial Advisor June 2004 Harold Evensky	Clients Misbehavin' Nobel laureate Daniel Kahneman, a psychologist at Princeton University, applies lessons from behavioral finance to client management and identifies several common mistakes individual investors are prone to make.
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The Motley Fool December 24, 2003	Boot Your Losers Letting go is hard to do, even if it's with a losing stock.
Investment Advisor April 2010 Lewis Schiff	Advisor, Understand Thyself Financial advisors need to understand themselves and their inner drivers, as well as their clients'.
Financial Planning September 1, 2010 Donna Mitchell	Wealth Management Psych Out Behavioral finance is a field that is gaining traction among financial advisors. It is a full-fledged discipline that offers tools serious wealth management firms are using to understand and serve high-net-worth clients.
Financial Planning January 1, 2009 John J Bowen Jr	Interesting Times This interesting financial environment offers unparalleled opportunities for advisors to grow their businesses and come out of the current mess stronger than ever.
On Wall Street July 1, 2010	Five Questions With Mark Spina Spina leads sales, business development, relationship management, training and service teams covering broker-dealers, banks and RIAs. Here he speaks about the important issues between advisors and clients.
Finance & Development September 2009 Jeremy Clift	Questioning a Chastened Priesthood A profile of psychologist Daniel Kahneman about the psychological research of economic science.
Investment Advisor January 2009 Bob Clark	Compassion Fatigue In times like these, when clients are emotional, financial advisors more than ever need to be objective and professional.
Financial Advisor December 2011 Robert Laura	Emotional Alpha Advisors can ask themselves five questions to determine the value they add to each client relationship that's beyond investment performance.
On Wall Street June 5, 2009 Denise Federer	Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients, while managing their own emotional reactions to the current turbulent markets.
HBS Working Knowledge December 1, 2011	Thinking Slow: An Argument for Bureaucracy? Jim Heskett explores the argument for a more deliberative approach to problem solving offered up in the new Daniel Kahneman book, Thinking, Fast and Slow.
The Motley Fool October 12, 2009 Dan Caplinger	This Risk Will Come Back to Bite You Overdoing risk in your investing can really cost you.
Financial Advisor May 2008 Kurt J. Rossi	Great Expectations Advisors must be cognizant of the fact that tuning into the emotional needs of clients is the key to helping them remain on the track to realizing their goals and dreams.
On Wall Street June 1, 2009 Denise Federer	Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients
On Wall Street May 1, 2013	Five Questions with Meir Statman The professor of finance at Santa Clara University, Calif., discusses where investors are today and how financial advisors need to address clients emotional outlook on the markets.
On Wall Street November 1, 2011 Michelle Lodge	Five Questions With Patrick Kennedy So-called sympathy pricing, or discounting, of transactional trades runs rampant in the full-service brokerage industry, says Patrick Kennedy, co-founder and VP, product and technology, for the intelligence-solutions firm PriceMetrix.
Registered Rep. March 30, 2012 Anne Field	Human Behavior A discipline combining economics and psychology, behavioral finance turns one basic tenet of economic theory -- that people make rational decisions when given the right information -- on its head.
Financial Advisor July 2009 Andrew Gluck	Advisors Who Get Fired In tough times, good advisors should be able to broach touchy subjects with their clients.
Financial Advisor February 2005 Raymond Fazzi	The Mistakes Investors Make A new survey suggests there are some common investing mistakes, and defined patterns of behavior, that advisors can look for in their clients.
Investment Advisor November 2005 Chris Blunt	Seven Deadly Sins As advisors help investors move from the seven deadly sins of investing to a long-term strategy of reality-based investing, they will need to be part planner, part coach, and part psychotherapist.
AskMen.com December 9, 2001 Rashmikant Patel	Trusting Your Advisor Many of us are looking back at our investments over the last couple of years, and blaming our advisors for the less than stellar performance. It all comes down to one issue: do you trust your financial advisor?
Financial Advisor February 2, 2009 Play Like A Champion	Play Like A Champion Keep clients focused on the opportunities that come when times are tough.
On Wall Street January 1, 2011 Lee Conrad	Crossing From The Ivory Tower To The Office Tower Knowing what an investor wants and how his or her feelings color decision-making is becoming more crucial in the increasingly competitive world of attracting and retaining high-net-worth clients.
Investment Advisor January 2008 Susan L. Hirshman	Referrals Revisited:Part II Matching financial advisory clients' perceptions of your value with the reality.
On Wall Street August 1, 2013 Lorie Konish	Five Questions with Susan Bradley Susan Bradley, founder of the Sudden Money Institute, discusses how advisors can best work with clients who win the lottery or inherit a large sum.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
Investment Advisor April 2008 Angela Herbers	Opportunity Knocks The bear market can lead to great growth for advisors, or a big nightmare.
Financial Planning July 1, 2007 John J. Bowen	Deep Listening Research shows that financial advisors often don't understand the needs of their affluent clients. Here's how to clear up the misconceptions.
Registered Rep. November 27, 2015 Mindy Diamond	(Emotionally) Free Agents The notes attached to many retention packages -- offered in the wake of the 2009 financial crisis to more than 5,000 advisors at the wirehouse firms -- are set to expire in early 2016.
Financial Planning October 1, 2009 Donna Mitchell	5 Questions for Richard L. Peterson Psychiatrist and hedge fund manager Richard L. Peterson discusses his patented conversation guide for advisors: Inquire, Describe, Empathize, Add and Suggest (Ideas).
Investment Advisor November 2009 Lewis Schiff	The Affluentialist: Reading Your Clients A key differentiator between financial advisors who help their client achieve positive returns and those who help their clients achieve superior returns is moral and emotional competency.
On Wall Street February 1, 2011 Denise Federer	The Power Of Emotional Intelligence You can identify those emotional competencies you feel will help you excel as a financial advisor or branch manager and create a behavioral plan to allow you to achieve your goals.
On Wall Street September 1, 2012	Five Questions with Stephen Brobeck The executive director of Consumer Federation of America discusses boosting financial literacy and the Dodd-Frank law.
Registered Rep. May 24, 2010 Halah Touryalai	The Ultra Wealthy Have A Gloomy Outlook, Keeping A Careful Eye on Their Portfolios The financial crisis left some serious emotional scarring on the ultra rich.
Registered Rep. June 1, 2004 Matt Oechsli	Five Steps to Rebranding In order to attract the most lucrative clients, advisors understand they need to transform themselves from investment managers to wealth managers. The problem is communicating this shift to clients.
On Wall Street September 1, 2009 Helen Kearney	What Clients Want Now Clients are upset and they're voting with their feet. But instead of bemoaning your woes, you should view this as a time to prove your worth.
Financial Planning November 1, 2011 Stephanie Bogan	It's Raining, It's Pouring! Regardless of challenging market conditions, and in some ways furthered by them, experts believe the planning profession has yet to see its heyday.
On Wall Street September 1, 2010 Aarti N. Maharaj	Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness.
The Motley Fool November 29, 2004	Steer Clear of Day Trading Most day traders are washed up within months.
Investment Advisor December 2009 Jeff Joseph	Venture Populist: In Search of Superior Returns Advisors need initiative, not inertia.
Investment Advisor January 1, 2011 Lewis Schiff	What's Money Got to Do With It? For some clients, positive growth isn't enough -- they still need their emotional ROI.
On Wall Street July 1, 2012 Todd Colbeck	Turning Client Meetings Into Events When an advisor prepares to meet a client, is it a logical experience or an emotional experience? I would have to say both, but probably 90% logical and 10% emotional.
Financial Planning February 1, 2007 Dan Wheeler	The Science of Success Long-term evidence proves that discipline and diversification are more effective than trying to beat the market. But keeping financial advisory clients disciplined can be extraordinarily difficult.
Financial Advisor May 2012 Karen DeMasters	Advisors Often Work Against Clients' Interests, Study Says Financial advisors often work against their clients' interests if it means earning more in fees, according to a recent study by the National Bureau of Economic Research.
Registered Rep. September 10, 2003 David A. Gaffen	Existing Clients Want More Advice The good news for reps is that the world doesn't hate you. The bad news is that acquiring clients -- particularly affluent ones -- is getting a lot more tough.
Registered Rep. September 24, 2010 David A. Geracioti	Sex, Drugs and Financial Advisors Stress levels for even the most accomplished financial advisor is high -- even in the best of times.
On Wall Street April 1, 2011 Denise Federer	Reaching Your Ultimate Emotional Goal By engaging in small, achievable steps, allowing for accurate feedback and making appropriate adjustments, you will achieve your ultimate goal and reach your highest potential.
On Wall Street October 1, 2008 Frances A. McMorris	Proving Your Worth in Today's Tough Markets As we head into the final months of the year, volatility in the markets remains unchecked. Now is the time for advisors to prove their worth to their clients.
On Wall Street September 1, 2010 Chertavian & Pruitt	Gaining From Your Losses Without Inflicting Costs Loss harvesting cab be an important tool which enables advisors to add to a client's after-tax returns.