Learn how your clients make decisions — and how you can help.

Download a copy of our free white paper, Behavioral Finance: Six Principles that fuel your clients’ fears, which provides a practical guide to understanding the key factors that govern your clients’ thinking, including:

• Six of the most powerful behavioral finance insights

• Underlying motivations of clients and prospects

• How to secure better investing outcomes through behavioral finance insights

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.