Applying Behavioral Finance in Emotionally Charged Times | A 2-Part Webinar Series
Applying Behavioral Finance in Emotionally Charged Times | A 2-Part Webinar Series
2020 has been an unprecedented and emotionally-charged ride—the most difficult for advisors in over a decade. Yet as the year ends, significant uncertainty lingers regarding the markets, the economy, and the election that continues to rattle investor nerves.
How can Advisors help clients navigate these challenging times, focus on goals, and find a level of calm in their financial life?
Behavioral finance principles can be applied to an Advisors practice to help clients remain invested and focused on the long-term, while avoiding behavioral mistakes that can destroy their wealth.
Join Behavioral Finance Thought Leaders for our webinar series.
Presenters:
- C. Thomas Howard, PhD, CEO and Chief Investment Officer of AthenaInvest
- Chris Hylen, CFP®, Practice Management Consultant of Swan Global Investments
- Lambert Bunker, Vice President AthenaInvest
- Moderator: John Harris, Managing Director, National Sales, Envestnet
Be the Calm in the Storm with a Behavioral Practice Model | Webinar 1
Tuesday, November 17th 3:00 - 4:00 PM ET
- Learn why behavioral finance is influencing change in the investing industry
- Explore common cognitive errors, frequent triggers, media influence, and the cost of emotion
- Benefits of applying behavioral finance throughout an Advisor’s practice
- Practical steps for incorporating behavioral finance principles into marketing, to client interviews and meetings, client onboarding, and portfolio planning
- Understand how a needs-based planning eliminates costly behavioral mistakes
- Grow and differentiate your practice with a behavioral focus
How to Build Wealth with a Behavioral Approach to Portfolio Construction | Webinar 2
Wednesday, December 9th 3:00 - 4:00 PM ET
- Learn why portfolio planning can help eliminate costly behavioral mistakes
- Identify industry conventions that work against the goal of growth
- See why traditional approaches to portfolio management are not working
- Recognize the importance of a dynamic portfolio to prepare for market changes
- Understand how to incorporate behavioral factors into portfolio design
- Review strategies designed to address investor behaviors
Both webinars are approved for CE credits: 1 hour of CFP and 1 hour of CIMA
Applying Behavioral Finance in Emotionally Charged Times | A 2-Part Webinar Series