After two years of a global pandemic coupled with the looming threat of inflation, client emotions are at an all-time high. More than 7 out of 10 retirement-age investors believe rising inflation will negatively affect their retirement savings. Many say that a financial advisor’s greatest value lies in managing client emotions—to protect clients from their own worst behaviors and help them tune out the noise in order to stay focused on their goals. Join this session to learn an evidence-based approach to applying behavioral finance principles for helping your retirement clients navigate challenging markets.
*Testimonial presenter: Sarah Beth Campos, Senior Consultant, EY*