• Investor FOMO...and what advisors can do about it

  • Feb 24 2023
  • Length: 27 mins
  • Podcast

Investor FOMO...and what advisors can do about it

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  • Summary

  • Dr. Charles and Dr. Brad open the show talking about FOMO and how it can impact a client's risk profile as well as their communication with their advisor. They then talk about ways that advisors can plan for and respond to FOMO both during and in the beginning of the client-planner relationship. 
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