If you’ve read The Behavioral Portfolio and are looking for more, these resources might help.
1. The Behavioral Portfolio Key Ideas Guide
This guide summarizes the core concepts of The Behavioral Portfolio, offering a quick reference for advisors, media professionals, and individual investors.
2. Client Onboarding Checklist
This checklist provides a step-by-step process for onboarding new clients, incorporating the core principles of The Behavioral Portfolio. It combines investment philosophy, education, and proactive planning, creating a robust foundation for client relationships.