How Behavioral Portfolio Management and Honest Communication Can Transform Client Relationships

In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Felipe Toews , CEO of Toews Asset Management and author of ' The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy .' Delve into the intricacies of behavioral finance, market timing challenges, and the crucial role of effective…