Speaking on Investor Behavior
Understanding & Improving Investor Behavior
In order to solve something, you first must identify what is causing the problem. The problem with investors is that they are their own worst enemies. Why? This presentation goes into detail about underlying drivers of financial decisions, and shares specific ways financial professionals can help improve investor behavior.
Coaching & Communicating with Your Client
Prepares advisors to evolve their role into being a financial and behavioral coach to clients. Three specific coaching topics are discussed with specific and immediate application ideas. A five question communication assessment is introduced as well as a discussion on how to effectively communicate with various types of clients.
Creating a Robust Plan for Emotional Investors
One of the greatest challenges for financial professionals is not designing the plan or identifying the correct recommendation. It is about keeping their clients from abandoning that plan. There are lots of distractions; lots of temptations for investors to act based on short-term stimuli. This presentation discusses specific strategies that professionals incorporate into the plan/strategy to improve investor adherence.
Differentiating Yourself as a Financial Professional
One of the primary desires of financial professionals is to differentiate themselves. To prospects, we all sound the same – we have a process, we care about clients etc… Yet there are a few things advisors can do to truly differentiate themselves and in a way that clients and prospects perceive. We discuss niche markets, websites and coaching.
Tackling Hard Meetings with Soft Skills
The meeting we all try to avoid, but occasionally occurs. The client is upset and letting us know about it. How do we respond? How can we make the most of the situation? How can we maintain our professionalism? We discuss ways to help upset clients know that “you get it”, empathize with them and work toward shifting the meeting to become both positive and productive.
Mind Games – Presentation Given to Clients
Presented on behalf of financial advisors to their clients/prospects. Uses interactive and fun games to demonstrate how our brain takes shortcuts and how they often influence poor financial decisions. Provides specific steps to encourage a more thoughtful approach to decisions.