An Investment Decision-Making Checklist for Advisors

For years advisors have been fascinated by the insights coming out of the discipline of Behavioral Economics about how human beings make decisions.  In this provocative conversation, Ken and Scott explore how advisors are uniquely vulnerable to making series decision-making mistakes because of the way the human brain reacts to complexity.  Several common, built-in types of mistakes are explored and then they present a 6-step “investment decision-making checklist” to help advisors avoid these challenges.

Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach

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