Decoding client biases
Educate your clients about behavioral finance to deliver even more value and build a stronger practice. Learn how to skillfully guide them toward financial success.
The fundamentals of behavioral finance
Behavioral biases can drive investors to make counterproductive decisions, and market crises often pave the way for these cognitive and emotional influences to emerge. With more than 25 years of experience in asset management, Omar Aguilar, Ph.D.—Chief Executive Officer and Chief Investment Officer for Schwab Asset Management®, and practitioner of behavioral finance—offers practical insights in the article series below that can help advisors address investment biases in clients.
The fundamentals of behavioral finance
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Behavioral financeWhen clients follow the crowd, they may be heading in the wrong direction. Helping them think independently can lead to smarter investment decisions. -
Behavioral financeAvoiding decisions to sidestep regret can hold clients back. Educating clients on a broader strategy can help them achieve long-term success. -
Behavioral financeHelp clients see the value of avoiding the urge to splurge in the moment—and why it could lead to financial rewards later on.
Omar Aguilar, PhD
Omar Aguilar is Chief Executive Officer and Chief Investment Officer for Schwab Asset Management®. He has been in asset management for more than 25 years, is a practitioner of behavioral finance, and is responsible for leading, developing, and overseeing the firm's investment strategies.
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