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Using Time Preference to Predict Client Behavior

Learn about time preference, how to measure it, and how it can be applied to estate planning and wealth transfers.
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Jacob Sybrowsky

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Long held as mysterious and almost impossible to predict, new insights into human behavior and behavioral finance reveal surprisingly predictable patterns. When understood and used properly, these patterns can help advisers serve their clients in remarkable ways, largely by allowing us to predict outcomes and intervene in advance. We are going to delve into the world of time preference, one of the most fascinating behavioral finance constructs. After a discussion about what time preference is and how it can be measured by an advisor, we will apply what we have learned to a wealth transfer scenario and discuss implications for estate planning.

Learning Objectives:

After completing this webinar, financial professionals will be able to:

  1. Understand how time preference influences client behavior
  2. Identify factors associated with time preference
  3. Apply time preference in an estate planning/wealth transfer scenario

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