Deepening Advisor-Client Engagments 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 advisors-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