Decision economics: a behaviorally informed framework for investment decision-making
A behaviorally informed framework for investment decision-making presentation
Decision economics is a behavioral finance course that takes a look at key decision traps financial professionals may encounter, and provides framework to improve the decision making process.
A behaviorally informed framework for investment decision-making brochure
This brochure gives an overview of the Decision Economics program and how to address some common decision traps.
1-minute overview of decision economics
This short video provides an overview of how understanding decision economics may help build better outcomes in decision making.
Recorded presentation of decision economics
Decision Economics is a 5-part workshop that acknowledges the “human element” of investing; and is designed to help you make better-informed investment decisions. Please know that this is not a “portfolio review” by any means, but rather a program designed to help you define your investment philosophy and process. Ultimately, our goal is to help you deliver a definable, repeatable, defendable investment process; and, better articulate that process to clients and prospects so that you can gather more assets and stay ahead of your competition.
A behaviorally informed framework for investment decision-making worksheet
This questionnaire promotes financial professionals to create their own framework for a definable and repeatable investment process by identifying opportunities to avoid decision traps.
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