Understanding & Improving Investor Behavior
We discuss the underlying drivers of financial decisions and specific messages advisors can use to encourage thoughtful, deliberate decision making. Target Audience: Client-Facing Advisors.
Coaching & Communicating With Your Client
Two behavioral coaching examples shown and a five question communication assessment introduced that will help advisors understand how to effectively communicate with various types of clients. Target Audience: Client-Facing Advisors.
A plan, portfolio and human advisor is being priced down near zero. Advisors are shown how they can clearly differentiate their value and demonstrate they are superior to their competition. Target Audience: Client-Facing Advisors.
Tackling Hard Meetings with Soft Skills
Hard meetings will occur. Mistakes will be made. What really matters is how advisors respond. Learn how to listen, validate the client’s feelings and pivot to a more productive discussion.Target Audience: Client-Facing Advisors.
Interactive and fun games that demonstrate how the brain takes shortcuts and how those influence poor decisions. Specific steps shared to encourage more thoughtful decision making. Given to over 15,000 retail investors over the years. Target Audience: Retail Investors. Only available to members of The Behavioral Finance Network.