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

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Recorded24 Feb 2023

Publisherfeeds.buzzsprout.com

Handlerec:16798345

Show notes

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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