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