Cannon Financial Institute

Behavioral Finance

Cannon’s Behavioral Finance program is for Advisors who recognize that there can be improvement in their decision making, and who want to know the “secrets” that will help them and their clients gain an advantage when addressing any investment or wealth issue decision.

This program helps align the client and advisor decision process to minimize the bad decisions that one cannot help but make. Advisors can also evaluate their client’s expectations and perspective to identify dangerous influences that may derail the ultimate achievement of improving their financial situation.

These insights can be applied to the core investment decisions of selection (what to buy), analysis (when to buy or sell) and execution (how much to risk) to self-test the validity of the decision against the agreed upon investment strategy.

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