We draw from evolutionary psychology to predict that the immediate recognition of certain traits significantly impacts funding outcomes. Four such traits that are recognizable in potential entrepreneurs and play a role in funding decisions are: aggressiveness, attractiveness, competence, and...

The Certified Financial Planner Board of Standards, Inc. requires CFP® professionals to identify and respond to a client's attitudes, behaviors, and situations that impact decision-making, the client-planner relationship, and a client's financial well-being. This practice requirement...