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Helping Clients Overcome Behavioral Biases to Improve Investment Choices

Session Speakers
Session Description

Why Attend
Gain an understanding of the psychology driving your clients’ investment behaviors and learn methods for helping them overcome bias to make better financial decisions. 

Session Details
How do you handle behavioral risk—when the client says one thing yet does another? Learn why clients make the choices they do and how you can lessen the influence of biases on the investment decision-making process in a practical application session that will address:

  • What makes clients “tick”
  • Common investor biases and how to anticipate them
  • Helping clients accurately view volatility and emotionally detach from fluctuations
  • How to reframe the client’s perceptions so that they focus on their financial plan rather than what they read, see, and hear in the media

Additional Information
CPE-1 hr
Education Session
1h
Session Schedule