{"id":7083,"date":"2025-01-20T16:53:28","date_gmt":"2025-01-20T16:53:28","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/how-financial-advisors-can-use-behavioral-finance-to-grow-their-business-and-better-serve-their-clients\/"},"modified":"2025-01-20T16:53:28","modified_gmt":"2025-01-20T16:53:28","slug":"how-financial-advisors-can-use-behavioral-finance-to-grow-their-business-and-better-serve-their-clients","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/how-financial-advisors-can-use-behavioral-finance-to-grow-their-business-and-better-serve-their-clients\/","title":{"rendered":"How Financial Advisors Can Use Behavioral Finance To Grow Their Business And Better Serve Their Clients"},"content":{"rendered":"\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<div class=\"podcastdotco-wrapper\"><iframe data-target=\"the-augmented-advisor\/how-financial-advisors-can-use-behavioral-finance-to-grow-their-business-and-better-serve-their-clients\" src=\"https:\/\/play.pod.co\/the-augmented-advisor\/how-financial-advisors-can-use-behavioral-finance-to-grow-their-business-and-better-serve-their-clients\" frameborder=\"0\" width=\"100%\" scrolling=\"no\" style=\"overflow:hidden;max-width:750px;height:160px;\" class=\"podcastdotco-player podcastdotco-player--episode\"><\/iframe><script src=\"https:\/\/play.pod.co\/embed\/frame-v1.js\"><\/script><\/div>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<iframe width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/GasRZSOoX-0?enablejsapi=1\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen=\"\"><\/iframe>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">In this Episode<\/h2>\n\n\n\n<p><a href=\"https:\/\/www.dpegan.com\/about-me\/\" target=\"_blank\" rel=\"noreferrer noopener\">Dan Egan<\/a>, Director of Behavioral Finance and Investing at&nbsp;<a href=\"https:\/\/www.betterment.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Betterment<\/a>&nbsp;explains how financial advisors can leverage new strategies to grow their business. John, Mike, and Dan tackle things like the Impact of free financial products and services on the wealth management industry and how it affects the end client.&nbsp;They also attempt to answer the burning question of &#8220;If a computer does it&#8230; can we call it financial advice?&#8221;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Our Guest<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/www.linkedin.com\/in\/dpegan\/\"><strong>Dan Egan<\/strong><\/a>, Director of Behavior Science and Investing, Betterment<\/h3>\n\n\n\n<p>Dan is in charge of Behavioral Science and Investing at <a href=\"https:\/\/www.betterment.com\/\">Betterment<\/a>, where he integrates behavioral finance and passive investment management to help customers achieve their goals. In Dan\u2019s view, Betterment is the most behaviorally informed investing platform available \u2013 everything from their interface to their portfolios are intelligently designed to make good behavior automatic, and bad behavior difficult. As a result, Betterment\u2019s customers have the lowest behavior gap he knows of \u2013 i.e. they don\u2019t reduce their returns because of trading.<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<div class=\"podcastdotco-wrapper\" style=\"overflow:hidden;padding-top:50px;position:relative;\"><iframe src=\"https:\/\/embed.pod.co\/subscribe-button\/the-augmented-advisor\" frameborder=\"0\" scrolling=\"no\" style=\"border:0;height:100%;left:0;position:absolute;top:0;width:100%;\" class=\"podcastdotco-subscribe\"><\/iframe><\/div>\n","protected":false},"excerpt":{"rendered":"<p>In this Episode Dan Egan, Director of Behavioral Finance and Investing at&nbsp;Betterment&nbsp;explains how financial advisors can leverage new strategies to grow their business. John, Mike, and Dan tackle things like the Impact of free financial products and services on the wealth management industry and how it affects the end client.&nbsp;They also attempt to answer the&#8230;<\/p>\n","protected":false},"author":2,"featured_media":7084,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[91],"tags":[37,59],"class_list":["post-7083","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcast","tag-client-communication","tag-client-service"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7083","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7083"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7083\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7084"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7083"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7083"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7083"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}