Acknowledgments

Thomas Samuels—your insights, laughs, and keen observations are woven throughout this book. Thank you for being a mentor and friend.

Richard Friesen (MarketPsych Director of Trader Training), we appreciate your wit, wisdom, and enthusiasm. Mark Harbour, wealth advisor extraordinaire and president of the Applied Behavioral Finance Group of the Los Angeles CFA Society, thank you for your invaluable assistance and inspiration in this project (no doubt entirely instigated by Bernadette).

We are indebted to the work of Joe Jabaly and Susie Gharib at Nightly Business Report and Bob Frick at Kiplinger's for their help in publicizing recent advances in the science of investment psychology. Thank you for providing this invaluable service to the public. We're grateful for the formative insights of Fred Pinto with the Toronto CFA Society and Steve Horan with the CFA Institute. They have provided excellent feedback and encouragement as we've developed applied tools for financial advisors.

We appreciate the enjoyable conversations with Doug Lennick at Lennick Aberman Group and his wonderful insights into the psychological pressures of wealth management.

We'd like to acknowledge the wonderful people at Guardian Investor Services with whom we've worked closely throughout the years. In particular, the crew who coordinate the events, namely Mr. Kim Boriin, Brian Brown, and Jodi Ieva. They are true pros, and we will always owe them a debt of gratitude (and in the case of Brian, a pint ...

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