Advisor’s Guide to Working with Irrational Clients

A big challenge for advisors is recognizing when their clients have shifted from rational decision-making to one of the mental “shortcuts” that are built in to the way humans make decisions.  Even advisor’s struggle to maintain their rational process when decisions become complicated or have potential negative consequences.  In this program Scott and Ken discuss how to recognize when a client has shifted away from a rational process and how to help a client make more rational decisions.

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

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