28 min
Helping Clients Find Their 'Why': One Woman's BFA Designation Adventure The W Pulse
-
- Careers
In a year where emotions have run high for everyone, the importance of understanding the role that emotions play in the financial decision-making process has never been greater. Securities America financial professional Dominica Henderson, CFP®, BFA®, shares her journey in obtaining the Behavioral Finance Advisor (BFA) designation, and how it has impacted her business and her relationships with her clients.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
In a year where emotions have run high for everyone, the importance of understanding the role that emotions play in the financial decision-making process has never been greater. Securities America financial professional Dominica Henderson, CFP®, BFA®, shares her journey in obtaining the Behavioral Finance Advisor (BFA) designation, and how it has impacted her business and her relationships with her clients.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
28 min