[Webinar Recording] Be the Calm in the Storm with a Behavioral Practice Model
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 part 1 of our webinar series.
• 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
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
This webinar is approved for 1 hour of CFP and 1 hour of CIMA
*For professional financial advisor use only
*See disclosure at last 20 seconds of this video