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

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.

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.

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.

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.