PSYCHOLOGY OF INVESTING

Grow through behavioral coaching

Logically, a client’s investment decisions should be driven by numbers. But, in reality, emotions are in play. That’s why your clients need a coach to help them stay invested through the market’s ups and downs.

Let our Psychology of Investing resources help you:

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.

Scout with seminars

 
Seminars give you the opportunity to demonstrate your value and provide education. The Psychology of Investing presentation shows investors common emotional missteps and how you can help keep them on track.
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Scout with seminars

Make sure to tell stories and demonstrate the impact to client outcomes in order to truly engage your audience and get the most out of your event.

Convert prospects to clients

Differentiate yourself

While other advisors are talking about standard deviations and returns, you can better explain the risk-reward potential of a portfolio or answer their “what if” questions.
360 Evaluator
360 Evaluator
Examine your client’s portfolio from different angles and see the potential impact of adjusting allocations.
Scenario Tester
Scenario Tester
Anticipate the risks to your client’s portfolio in different market scenarios to better prepare for the unexpected.

Make a panic-proof plan

Align portfolio to goals
Ensure the portfolio is designed to appropriately manage risks.
Write down the plan
Get your client’s agreement on how you’ll make decisions in panic-inducing situations.
Stick to the plan
Coach your client to help them confidently navigate rough markets.
Consider investments to manage volatility
Market volatility can unnerve even the most experienced investors. Lower volatility investments and diversifying strategies can help manage volatility, making it easier for investors to stay the course during market turmoil.
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Consider investments to manage volatility

Coach your clients

Being there for your clients when their emotional behaviors recur reinforces their trust in you. These visual aids can help you show clients the rationale behind decisions and why they should take your advice.

Investors often experience regret, or “S&P Envy”, when comparing their diversified portfolio to the stock market. Help clients see past their emotions.
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Diversification can feel disappointing
Most investors aim for long-term goals but can get side tracked when short-term volatility and large losses occur. Remind clients not to panic during downturns.
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Staying invested for the long-term
Counterintuitively, limiting a portfolio’s returns during a downturn can boost success more than increasing its upside potential. Explain this critical lesson for long-term success.
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Win more by losing less

Want more client acquisition ideas?

Connect with women
Connect with women
Help current and future female clients define what wealth means for them and build a solid foundation.
Incorporate Social Security
Incorporate Social Security
Increase referrals by helping retiring clients maximize benefits and gain confidence.
Short on time to acquire clients?
Apply our three ingredients for business growth to unlock more time for your current and prospective clients.
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Short on time to acquire clients?