Understanding behavioral finance helps grasp the why someone makes certain wants for their retirement known. When you understand how decisions are driven by human emotion, biases, and cognitive function, you build better relationships with your clients and yourself financially for retirement. In this episode, Dave Hall discusses with Saundra Davis, the founder of Sage Financial Solutions, the impact and benefits of understanding behaviors behind financial decisions.
Understanding behavioral finance helps grasp the why someone makes certain wants for their retirement known. When you understand how decisions are driven by human emotion, biases, and cognitive function, you build better relationships with your clients and yourself financially for retirement. In this episode, Dave Hall discusses with Saundra Davis, the founder of Sage Financial Solutions, the impact and benefits of understanding behaviors behind financial decisions.
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1309 Coffeen Avenue, Suite 3851, Sheridan, WY 82801
Email: support@retirementriskadvisors.com
Toll free: 1 (855) 491-0400
Text us at: 1 (307) 264-2902
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