Incorporating Behavioral Finance into your financial planning process can help you and your clients stay on track for meeting financial goals. Join John Forlines III, CIO of W.E. Donoghue & Co., LLC and Professor of Behavioral Finance at Duke University, as he covers how to identify client bias and steps you can take to coach your clients and help create better client outcomes.
 

Watch the webinar replay to hear John discuss: 

• Humans create their own narrative in making all decisions; investment decisions are no different – how to be a positive influence on client narratives
• Framing: why declines in market prices are perceived as “losses” by investors
• Uncertainty (not fear of “losses”) is the largest driver of investor mistakes
• Beware of “experts” and avoid financial TV, especially in stressful times
• Behavioral Finance in practice: communication is the key

Case Study: using a risk managed portfolio strategy; the goal is to achieve long-term capital appreciation while providing lower than average risk (and less client misbehavior!)