Recorded Webinar
Best Practices

How RIAs Can Lead in the Age of Behavioral Finance with Wealthbox + Andes Risk

PRESENTED BY
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ABOUT THIS WEBINAR

Client psychology is more important than ever in modern wealth management. Join Wealthbox and Andes Risk for a deep dive into the 4D behavioral finance approach and how RIAs can use technology to apply it in real-world client relationships.

This webinar will cover

  1. 1 Why understanding client psychology is critical in today’s advisory landscape
  2. 2 An overview of the 4D approach to behavioral finance
  3. 3 How Andes Risk’s behavioral finance tools integrate with Wealthbox for a streamlined advisor experience
  4. 4 Tips for using Wealthbox to track client preferences, risk profiles, and communication strategies over time

SPEAKERS

Helen Yang

Helen Yang

Founder & CEO

Andes Risk

Andrew Ladwig

Andrew Ladwig

Director of Business Development

Wealthbox

“Andes is excited to partner with Wealthbox to bring investor risk and behavioral data to Wealthbox so advisors have a holistic view of their clients.”
Helen Yang

Helen Yang

Founder & CEO, Andes Risk

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