No
Yes
View More
View Less
Working...
Close
OK
Cancel
Confirm
System Message
Delete
Schedule
An unknown error has occurred and your request could not be completed. Please contact support.
Scheduled
Wait Listed
Personal Calendar
???connect.schedule.participant???
Conference Event
Meeting
Interest
There aren't any available sessions at this time.
Conflict Found
This session is already scheduled at another time. Would you like to...
Loading...
Please enter a maximum of {0} characters.
{0} remaining of {1} character maximum.
Please enter a maximum of {0} words.
{0} remaining of {1} word maximum.
must be 50 characters or less.
must be 40 characters or less.
Session Summary
We were unable to load the map image.
This has not yet been assigned to a map.
Search Catalog
Reply
Replies ()
Search
New Post
Microblog
Microblog Thread
Post Reply
Post
Your session timed out.
Meeting Summary
The session has been added to your schedule
The session has been removed from your schedule
 

Behavioral Finance: Coaching Your Clients toward Wiser Investment Decisions

Session Speakers
Session Description

Why Attend
Gain an in-depth understanding of the behaviors that drive your clients’ investment decisions and discover how to coach them in making illuminated—rather than irrational—choices.

Session Details
Why do so many investors make bad investment decisions? Explore the factors that make people irrational when it comes to their money and how to use behavioral coaching to help them avoid the noise and stay focused on their plan. This comprehensive, pre-conference workshop will focus on practical application by showing:

  • Why traditional finance models break down, and the tools for a better approach
  • How to respond to investors’ biases, such as anchoring and loss aversion, to correct faulty decision-making
  • How to proactively coach clients to keep them on track with their financial plans
  • Ways to grow your practice by promoting your use of behavioral finance   

Additional Information
CPE-2 hrs
Pre-Conference Session
2h
Session Schedule