Deepening Advisor-Client Engagements With BeFi20Deepening Advisor-Client Engagements With BeFi20

Billy Oliverio, executive vice president and CMO at United Planners shares why his favorite hot topic is behavioral finance and why it's a game-changer for advisor-client relationships. As he explains, Dr. Daniel Crosby, chief behavioral officer at Orion, pioneered BeFi20, a tool that helps advisors be more intentional on how they identify their clients' needs, habits and personas.