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Product release: Practical Behavioral Finance
For financial advisors, managing clients' expectations and emotions are just as important as managing money.

Helen Yang, CFA, winner of 2011 Harry Markowitz Award, will show you how to use behavioral finance to:
-- Deliver personalized services;
-- Identify at-risk clients;
-- Protect baby boomers.

Visit www.andeswealth.com to request demo and be eligible for free trial.

Aug 20, 2020 02:00 PM in Eastern Time (US and Canada)

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