A Practical Approach to Behavioral Guidance

June 21, 2024

Listen to this webinar to better understand how emotions play into financial decisions and explore solutions to help mitigate behavioral biases.

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JULY | Franklin Templeton | Psychology of Referrals

JULY | Franklin Templeton | Psychology of Referrals

August 29, 2025

Uncover the psychology behind client referrals in this on-demand session from JULY and Franklin Templeton. Designed for financial advisors, this webinar explores how behavioral science influences a client’s willingness to provide referrals—and how to turn satisfied clients into advocates.