We are honored to have been published by Financial Advisor Magazine:


When it is time to act, RIA leaders need to be able to trust their instincts, but not without a healthy dose of self-awareness and understanding of their own inherent decision-making biases:

  • Rush to Act Bias
  • Anchor Fact Bias
  • Data Availability Bias
  • Optimism Bias
  • False Consensus Bias
  • Halo Effect Bias
  • Self-Serving Bias

Read more about how to avoid the pitfalls of these biases below:

For more information, please get in touch. We'd be happy to discuss any topic facing your organization: