Dan Kullman, Director of Education & Training and Eben Burr, President of the Behavioral Investing Institute discuss how advisors can tactically apply behavioral finance principles into their practice. [WEBCAST: Register Now]
Last year, Toews partnered with the Wealth Institute to launch the Behavioral Investing Institute. The research-based initiative was formed to provide deeper insights into investor behavior, especially during times of market uncertainty. The institute’s advisor resources and coaching program seeks to arm advisors with the tools needed to manage client expectations, prepare for market crisis, and effectively integrate risk mitigation into their portfolios.
To learn more, register and watch the Behavioral Investing Institute’s webcast: Reinforcing the Rational Mind.
Trying to understand the conflict between emotions and goals has led to a boom in behavioral finance, but most of the information is academic and not practical. Join us while we discuss how applying behavioral finance principles could help to drive client growth, retention, and smoother relationships.
The BII team will discuss tips about what cognitive biases look like in practice and how you can curb client’s emotional reactions to different market conditions.
You will also learn ways to leverage the industry’s dirty secret about performance selling and how you can differentiate yourself from your competitors.
Topics include:
- How to manage client emotions in any market environment
- Creating frameworks now in order to avoid future mismatch between client-advisor expectations
- An innovative approach to understanding your client’s personality and real risk profile.