PSYCHOLOGY OF INVESTING

Counsel clients with behavioral finance

Investment decisions should rely on data and logic. But investor emotions and biases can interfere. Be the behavioral finance coach your clients need to keep their investment goals on track through market ups and downs.

Why discuss

  • 01

    Be the voice of reason

    Help clients remember their long-term goals in the face of emotional market disruptions.

  • 02

    Acquire new clients

    Invite prospective clients to your seminar and show them your value as an advisor and personal coach.

  • 03

    Boost client loyalty

    Build trust with existing clients by offering sound advice in times of market upheaval.

Prospect with behavioral finance seminars

The psychology of investing
Show clients common emotional missteps and how you can help keep them on track. Tell stories and demonstrate the impact to client goals to engage your audience.
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Manage portfolio volatility to help clients stay the course

Market volatility can unnerve even the most experienced investors. Lower volatility investments and can help manage volatility, making it easier for investors to stay the course during market turmoil.

Explore minimum volatility ETFs Explore minimum volatility ETFs

Show clients how behavioral finance can impact their goals

Explain the benefits of portfolio diversification

Use our chart to ensure that your clients recognize the importance of portfolio diversification and help them overcome ‘S&P Envy’ when comparing their portfolio to stock market returns.

Download 'Diversification can feel disappointing' Download 'Diversification can feel disappointing'
Discuss how limiting losses can help maximize investment returns

Share our chart with clients to explain why limiting portfolio losses during a downturn can have a bigger overall impact across market cycles than capturing returns in a bull market.

Download 'Win more by losing less' Download 'Win more by losing less'
Illustrate the benefits of staying invested through volatility

Historically, the stock market’s worst days have clustered together, followed by a rebound in returns. Encourage clients to stay invested during volatility using our chart.

Download 'There’s always a reason to sell stocks' Download 'There’s always a reason to sell stocks'
Explain why emotional investing can hurt portfolio performance

Investing based on emotions can lead investors to buy high and sell low. Use our chart to help clients overcome their desire to make investment decisions based on emotions rather than convictions.

Download 'Investing with emotions can be costly' Download 'Investing with emotions can be costly'