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These 6 Psychological Biases May be Holding You Back from Building Wealth

The American College of Financial Services
July 8, 2021

During a market downturn, investors are even more likely to make hasty decisions and sell off assets when they should ride out the turbulence; that’s according to WMCP® Program Director Michael Finke. Read more about the six biggest issues clients and advisors may face and what to do about them in this story from CNBC.

Invest in your career with a professional designation.

To continue providing value to your clients, you have to go well beyond the usual investment advice. Through the Wealth Management Certified Professional® (WMCP®) designation program, you can master behavioral finance and learn the advanced strategies needed to create efficient, individualized portfolios that are attuned to each of your client’s unique needs and values. Offer your clients more.

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