The Value of Behavioral Coaching in Financial Advisory

This chapter delves into the costs of financial advisory services, comparing traditional fee structures with direct investment platforms. It further highlights the value of behavioral coaching in enhancing client outcomes, suggesting it could represent an additional benefit worth 1.5% annually.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app