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The Behavioral Advisor

The Behavioral Advisor

Author, speaker, and founder of The Behavioral Advisor Academy and Behavioral Finance Network — helping financial advisors strengthen conviction, reduce emotion, and coach with confidence.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues43SubscribersRead emotionalinvestor.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Why Most Behavioral Finance Advice Fails

Behavioral finance has exploded in popularity. Yet most of what advisors hear about it is either too academic, too theoretical, or simply not practical in real client conversations. Advisors don’t need more definitions of biases; they need ...

a month ago
1
0

I'm Grateful for Miso the Dog

Last year at this time was an emotionally heavy season for me and my wife. We had just learned that our 11-year-old British Lab, Willis, had prostate cancer. At first, I took comfort in the fact that prostate cancer in men is often treatabl...

a month ago
4
0

Why Our Short-Term Brains Struggle With Long-Term Investing

I recently listened to neuroscientist Emily Falk discuss a fundamental human truth:

2 months ago
1
0

What to Say When a Client Wants to Go to Cash

No matter what the markets are doing or what the headline du jour screams, there’s always a seemingly “good” reason for investors to go to cash. The temptation is timeless, and usually wrapped in good intentions.

2 months ago
0
0

Authors

The writers behind this newsletter.

  • The Behavioral Advisor

    Author, speaker, and founder of The Behavioral Advisor Academy and Behavioral Finance Network — helping financial advisors strengthen conviction, reduce emotion, and coach with confidence.

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