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Webinar: Behavioral Finance Concepts for Client Reviews

Register Today!

Join John Forlines, CIO of Donoghue Forlines and Duke University Professor, and Adhesion Wealth Advisor Solutions for a perspective on how Behavioral Finance helps explain the thought process behind investor actions. In addition, John will discuss how to apply Behavioral Finance concepts during client review meetings to enhance the client experience and help lead to more productive meetings for you and your clients.

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