Advisor Training

Investor Behavior Training for Advisors

Through workshops and consultations, Toews introduces current research on behavioral science to help advisors build a process for training and managing investor behavior.

Our approach to investor behavior encompasses:

  • Positioning yourself as a behavioral coach who comprehensively addresses market risks
  • Understanding and tracking investors’ behavioral tendencies
  • Building portfolios that attempt to anticipate market dislocations, and that meet both the behavioral and economic needs of your investors
  • Discussing with your investors plans of action for market disruptions in advance, and asking them to make pre-commitments to take certain actions when market challenges emerge
  • Providing ongoing investor behavioral collateral to help advisors guide investors through market stress events

Upcoming Events

Behavioral Portfolio Design Workshop

November 9, 2017
Atlanta, GA

Behavioral Portfolio Design Workshop

November 16, 2017
Minneapolis, MN

Behavioral Portfolio Design Workshop

November 29, 2017
Houston, TX

Behavioral Portfolio Design Workshop

November 30, 2017
Austin, TX

Behavioral Portfolio Design Workshop

December 6, 2017
Pittsburgh, PA

Behavioral Portfolio Design Workshop

December 7, 2017
Dallas, TX

Behavioral Portfolio Design Workshop

December 12, 2017
Philadelphia, PA

Behavioral Portfolio Design Workshop

January 10, 2018
San Antonio, TX

Behavioral Portfolio Design Workshop

January 17, 2018
Omaha, NE

Behavioral Portfolio Design Workshop

January 24, 2018
St. Louis, MO

Behavioral Portfolio Design Workshop

February 6, 2018
Oklahoma City, OK

Behavioral Portfolio Design Workshop

February 7, 2018
Tulsa, OK

Behavioral Portfolio Design Workshop

February 8, 2018
Kansas City, MO

Nov 29
TOEWS BEHAVIORAL PORTFOLIO DESIGN™ Houston Workshop – 3 CE Credits
Del Frisco’s Double Eagle Steakhouse - 5061 Westheimer Rd, Suite 8060, Houston, TX 77056
Nov 30
TOEWS BEHAVIORAL PORTFOLIO DESIGN™ Austin Workshop – 3 CE Credits
Sullivan's Steakhouse - 300 Colorado Street, Suite 200, Austin, TX 78701
Dec 05
TOEWS BEHAVIORAL PORTFOLIO DESIGN™ Denver Workshop – 3 CE Credits
Fleming's Prime Steakhouse - 191 Inverness Drive West, Englewood, CO 80112
Dec 06
TOEWS BEHAVIORAL PORTFOLIO DESIGN™ Pittsburgh Workshop – 2 CE Credits
Pittsburgh Marriott City Center - 112 Washington Place, Pittsburgh, PA 15219
Dec 12
TOEWS BEHAVIORAL PORTFOLIO DESIGN™ Philadelphia Workshop – 2 CE Credits
Philadelphia Marriott West - 111 Crawford Avenue, West Conshohocken, PA 19428
Jan 17
TOEWS BEHAVIORAL PORTFOLIO DESIGN™ Omaha Workshop – 3 CE Credits
Flemings Steakhouse - 255 E Basse Rd, San Antonio, TX 78209
Feb 06
TOEWS BEHAVIORAL PORTFOLIO DESIGN™ Oklahoma City Workshop – 3 CE Credits
Mahogany Prime Steakhouse - 145 W Sheridan Ave, Oklahoma City, OK 73102
Feb 07
TOEWS BEHAVIORAL PORTFOLIO DESIGN™ Tulsa Workshop – 3 CE Credits
Flemings Steakhouse - 1976 Utica Square , Tulsa, OK 74114
Feb 08
TOEWS BEHAVIORAL PORTFOLIO DESIGN™ Kansas City Workshop – 3 CE Credits
The Capital Grille - 4740 Jefferson Street, Kansas City, MO 64112