The Physics Of Client ‘Inertia’: How Financial Plans Die

An unseen behavioral killer of financial plans lurks beneath the surface of every client relationship: Inertia.

Inertia is the tendency of an object to remain at rest, or to continue in motion, unless acted upon by an external force. Behavioral inertia expresses itself in planning as a reluctance to enact a plan, to change plans or to respond to a changing environment.

from FA News–get-plans-moving-by-overcoming-this-frustrating-behavioral-obstacle-33208.html


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