Counsel clients with behavioral finance
Why discuss
Be the voice of reason
Help clients remember their long-term goals in the face of emotional market disruptions.
Acquire new clients
Invite prospective clients to your seminar and show them your value as an advisor and personal coach.
Boost client loyalty
Build trust with existing clients by offering sound advice in times of market upheaval.
Prospect with behavioral finance seminars
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.
Show clients how behavioral finance can impact their goals
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.
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.
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.
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.
