Summary:
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Now On Demand.
Trust is the foundation of a successful advisor-client relationship, but you can lose that trust when clients feed into their own biases and emotions.
When your clients invest on impulses, they risk derailing their long-term financial plans and racking up unwanted fees. Most of the time they’ll blame you for these missteps.
So how do you counter emotional investing biases and maintain trust as an advisor?
Join us for a conversation on behavioral finance techniques advisors can use heading into 2022. Hear new insights from Christian Boinske, Senior Investment Strategist at Vise, and Vered Frank, CFP®, Head of Product Marketing at Vise, and learn about:
- 6 common investor biases and signs to look for from clients
- How you can combat biases and build client confidence
- Why you need to marry your high-touch approach with modern technology to develop trust
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Speakers:
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Vered Frank, CFP®
Head of Product Marketing
Vise
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Vered Frank is the Head of Product Marketing at Vise. Vered has over 15 years of financial strategy, product and marketing experience – shaping, refining, and driving the adoption of 40+ consumer-facing financial products and services in the IBD, Direct, and Brokerage channels. Prior to joining Vise, Vered spent 8+ years at Charles Schwab in a variety of product and marketing leadership roles including leading product marketing for Charles Schwab Bank. |
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Christian Boinske
Senior Investment Strategist
Vise
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Christian Boinske is a Senior Investment Strategist at Vise. Prior to joining Vise, Christian held multiple roles at Dimensional Fund Advisors, a $600 billion quantitative asset manager. His primary focuses were on the Global Client Group, where he worked with advisors to create solutions that address their problems, and the Portfolio Consulting Group, where he performed in-depth research on asset allocation and manager selection. |
