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 comprehensive 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
Investor Behavior Near Market Tops
Upcoming Events
FTJ University
April 25, 2017
Houston, TX
FTJ University
May 23, 2017
Philadelphia, PA
FTJ University
May 24, 2017
Cincinnati, OH
