Quick-Reference
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Financial & Identity Theft Quick Reference – U.S. Version (UPDATED)
Created: February 5, 2023
Categories: Advisor Role/Value, General Audience, Quick-Reference, Security, Technology, UPDATED Content
Description: UPDATED FROM SEPTEMBER 2018: Use this quick-reference to help U.S. clients and prospective clients combat financial fraud and identity theft. Design into a front-and-back flyer or poster for rapid reading or to complement the similar, longer report on the same subject.
Financial & Identity Theft Quick Reference – Canadian Version (UPDATED)
Created: February 5, 2023
Categories: Advisor Role/Value, General Audience, Quick-Reference, Security, Technology, UPDATED Content
Description: UPDATED FROM SEPTEMBER 2018: Use this quick-reference to help CANADIAN clients and prospective clients combat financial fraud and identity theft. Design into a front-and-back flyer or poster for rapid reading or to complement the similar, longer report on the same subject.
The ABCs of Behavioral Biases (UPDATED)
Created: September 18, 2019
Categories: ABCs of Behavioral Biases, Advisor Role/Value, Article, Behavioral Finance, General Audience, PowerPoint Presentation, Quick-Reference, UPDATED Content, White Paper
Description: UPDATED FROM AUG. 2017: This collection of materials includes: (1) a 5,800-word white paper, (2) the same materials broken into a seven-part drip series, and (3) an ALL-NEW PowerPoint presentation on "The ABCs of Behavioral Biases." From anchoring, to hindsight, to tracking-error regret, the series covers 17 of the most common financial behavioral biases that lead investors astray, in alphabetic order.