Financial mistakes are an inherent part of life, but financial professionals can do so much good helping clients reduce the number and severity of their mistakes.

All the planning and process that goes into developing and implementing prudent investment and wealth management strategies and solutions will go for naught, if you fail to keep your clients from succumbing to flawed reasoning, misguided judgment and impaired thinking.

A multitude of behavioral traps, psychological triggers and emotional biases may cloud judgment and impair our decision-making mechanisms.

Clients need you to identify bad financial behaviors, explain the harm those bad behaviors may cause, and provide advice and guidance that will keep them from crashing into or breaking through the behavioral guardrails you have worked so hard to erect – skillfully balancing reason and emotion throughout their financial journeys.