Oct 2, 2019
Sometimes, simply educating people about how to save and budget isn’t enough to incentivize healthy choices with their money. There are deeper, more advanced strategies that advisors can use to help clients improve their financial security and wellness.
Today our guest is Wendy De La Rosa. Wendy is the co-founder of Common Cents Lab, a financial research lab that uses behavioral science and cognitive psychology to develop interventions that help people make better financial decisions. Wendy has a ton of actionable advice for working with clients, and it’s all backed up by data from studies that Common Cents has run with a variety of partners in the industry.
For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/how-advisors-can-influence-change-in-client-behaviors/.