Effective Behavioral Coaching Begins with the Investment Portfolio: NEW Book and Webcast, 'The Behavioral Portfolio' Helps Financial Advisors Tame Emotional Investing

NEW YORK, March 6, 2025 /PRNewswire/ -- Let's face it. Financial Advisors spend hours crafting the perfect investment portfolio for their clients. But an unacknowledged reality is that, based on the way advisors communicate with clients regarding their portfolios and how they are built,...