Season 3 · Episode 14
Perspectives on Behavioral Investment Counseling
Advisor Success Series · 3D Asset Management
December 11, 202028m 11s
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Show Notes
In this episode, Matt Shute is joined by his colleague Ed Schweitzer to discuss the behavioral "coach" role that financial advisors take on when working with clients. Ed recently joined the firm and brings a great deal of insight into how successful advisors work with clients to ensure they reach their financial goals.