Learn how overconfidence can impact clients' financial decision-making and how you can guide them toward better investment decisions.

The Pitfalls (and Benefits) of Overconfidence

Imagine that you are at an interview for your dream job. The interviewer says, “I have 100 applicants for this job. Tell me why I should choose you.” You are an appropriately confident person, not an overconfident one. So, you say: “Honestly, I don’t know. I don’t know the qualifications of the other 99 applicants […]

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