Personal Benchmark + Website: Integrating Behavioral Finance and Investment Management

The authors of Personal Benchmark: Integrating Behavioral Finance and Investment Management outlines an elegant, simple to grasp yet sophisticated solution for advisors to use in designing and communicating investment strategies.

The book will:

• Help advisors frame the discussion with the investor with an easy to grasp model
• Infuse behavioral finance fundamentals to help advisors explain, and investors understand, the investment strategy
• Create purchasing power and manage the investment and behavioral conflicts which surface while advising
• Showcase how to meet the investor's objectives – even in volatile markets

The approach outlined in Personal Benchmark helps create a more positive investor experience, enabling investors to ignore the ups and downs of the market and focus on what really matters.