Raluca Filip, CFA
CFA charterholder who advises financial advisors on improving clients' decision-making under pressure, specializing in behavioral finance, coaching techniques, and risk management.
Best podcasts with Raluca Filip, CFA
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Mar 15, 2026 • 19min
Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts
Raluca Filip, CFA, a behavioral finance expert who coaches advisors on decision-making under pressure. She explores why investors rethink risk after long bull markets. She discusses listening first, using questions to reconnect clients to goals, steps for panicked clients, and a barbell approach to manage tail risks.
