11 Ways to Help Clients with Better Behavior

SSN Marketing Practice Development

11 Ways to Help Clients with Better Behavior By Corey Keltner, Practice Development Specialist Much has been written about the behavior gap and investment returns. While proper asset allocation, diversification and rebalancing are important, they are also relatively easy fixes to a portfolio. In this section, I want to talk about the planning gap. This is where irrational decisions can take …