Financial Advisors as Architects of Decision Making

“Experience as financial advisors has taught us that truly meaningful and productive advisory relationships are created when we place ourselves as architects of the client’s financial decision-making process rather than as the judge and jury of the best and most-rational economic outcome.”

The quote above has been excerpted from most recent article in a series I am writing along with Robert A. Simon, Ph.D. discussing the application of Behavioral Finance to Financial Decision making processes. These articles are written specifically for the Financial Planning and Advisory community. Please click the picture below to be directed to MorningstarAdvisor.com and read the whole article.

Stay tuned for more information on upcoming articles planned for individuals, families and Family Law practitioners.   Feel free to comment on the MorningstarAdvisor.com website.

Justin A. Reckers can be reached at:

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Our firm does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. The information provided herein is obtained from sources believed to be reliable; but no representation or warranty is made as to its accuracy or completeness.

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Tags: Behavioral Finance, Divorce Financial Planning, Financial Life After Divorce, Justin Reckers, Pacific Divorce Management, Post divorce financial planning

This entry was posted on Tuesday, June 8th, 2010 at 11:49 am and is filed under Behavioral Finance, Divorce Financial Planning, Neutral Financial Professional, Post divorce financial planning. You can follow any responses to this entry through the RSS 2.0 feed. Responses are currently closed, but you can trackback from your own site.