Reinforcing the Rational Mind – Toews – 5.11.21

Overview:
Title: Reinforcing the Rational Mind
Date: Tuesday, May 11, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

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 to be discussed:

  • 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.

Speakers:
Dan Kullman Dan Kullman Director of Education & Training Behavioral Investing Institute

Dan Kullman is Toews’ Behavioral Investing Institutes’ Director of Education and Training. He is passionate about helping advisors and their investors overcome common and corrosive biases. Dan has been instrumental in translating behavioral investing theory into practical tools and processes for the advisory community. He helps develop and oversee the Toews’ Behavioral Investing Institute Coaching Program.
Eben Burr Eben Burr President Behavioral Investing Institute

Eben Burr is the President of the Behavioral Investing Institute. Eben is a lecturer and coach of applied behavioral finance as part of the Toews Behavioral Investing Institute. He has studied to become a Certified Financial Therapist, expanding on his experience to learn to train professionals who want to improve client’s financial health by integrating relational, behavioral, cognitive and emotional elements with personal finance.