November 15, 2021 – Mallon FitzPatrick, CFP® took part in a dynamic conversation around Behavioral Finance at the Financial Planning Invest Connect event. Mallon commented, “You can’t always change behavior. If you think that it will negatively impact their plan, what you can do is understand where those clients are coming from, help assess, work together to assess their financial behavior, and there’s many tools you can (use to) do that, which is a good starting point for a conversation with the client.” To read more about the conversation, check out Financial Planning’s coverage here.
