Change Wealth Advisors
Change Wealth Advisors
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    • Internal Nerd Studies
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  • More
    • Home
    • About CWA
      • Business Philosophy
      • Investment Philosophy
      • Team Bios
      • The Fiduciary Difference
      • Process
      • Pricing & Value
      • Community Involvement
    • Client Portal
      • Charles Schwab Login
    • Geek Out With CWA
      • Internal Nerd Studies
      • External Nerd Studies
      • The Dog Blog
  • Home
  • About CWA
    • Business Philosophy
    • Investment Philosophy
    • Team Bios
    • The Fiduciary Difference
    • Process
    • Pricing & Value
    • Community Involvement
  • Client Portal
    • Charles Schwab Login
  • Geek Out With CWA
    • Internal Nerd Studies
    • External Nerd Studies
    • The Dog Blog

Behavioral Science & Investing

Behavioral coaching is one of the most important things a good financial advisor can do to add quantitative value to their client's assets, and qualitative value to the experience their clients receive. An advisor’s understanding of the science of human behavior and how it applies to investor behavior and financial planning is therefore crucial to the success of their clients.


At CWA, we practice a 4-step process that helps clients identify their values so that we can help coach them to making the best financial decisions possible. The advisors in the article take a goals-based approach, which is good. We take it one step further with a vision-based approach and then help define goals, making sure that they align with the vision our clients have put forth. The article below provides an outsider’s view as to why this is important and why it is successful.


https://www.forbes.com/sites/halahtouryalai/2018/09/10/how-top-financial-advisors-are-using-behavioral-science-to-rethink-your-investments-1

Advisory services offered through Change Wealth Advisors, LLC; an Alaska registered investment advisor.


Change  Wealth Advisors, LLC does not offer legal or tax advice. Please consult  the appropriate professional regarding your individual  circumstance. 


Neither  Asset Allocation nor Diversification guarantee a profit or protect  against a loss in a declining market. They are methods used to help  manage investment risk. 


This  site is published for residents of the United States only.  Representatives may only conduct business with residents of the states  and jurisdictions in which they are properly registered. For additional  information, please contact Adam Sikorski at 907-202-2105.

Copyright © 2018 Change Wealth Advisors, LLC - All Rights Reserved.

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