Practical analysis for investment professionals
04 July 2013

Take 15: The Behavior Gap (Video)

Carl Richards, a financial adviser and director of investor education at BAM ALLIANCE, explores the role that emotions play in financial decisions. He explains the so-called behavior gap — the distance between what we should do and what we actually do when it comes to decisions involving money — and discusses how financial advisers can become better advisers to their clients.


This episode of the Take 15 Series was originally released on 26 June 2013.


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About the Author(s)
Lauren Foster

Lauren Foster was a content director on the professional learning team at CFA Institute and host of the Take 15 Podcast. She is the former managing editor of Enterprising Investor and co-lead of CFA Institute’s Women in Investment Management initiative. Lauren spent nearly a decade on staff at the Financial Times as a reporter and editor based in the New York bureau, followed by freelance writing for Barron’s and the FT. Lauren holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University.

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