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

Feb 08
TOEWS BEHAVIORAL PORTFOLIO DESIGN™ Kansas City Workshop – 3 CE Credits
The Capital Grille - 4740 Jefferson Street, Kansas City, MO 64112
Feb 21
TOEWS BEHAVIORAL PORTFOLIO DESIGN™ Scottsdale Workshop – 3 CE Credits
Fleming's Prime Steakhouse & Wine Bar - 6333 North Scottsdale Road, Scottsdale, Arizona 85250
Feb 28
TOEWS BEHAVIORAL PORTFOLIO DESIGN™ Indianapolis Workshop – 2 CE Credits
Flemings Steakhouse - 8487 Union Chapel Road Suite 120, Indianapolis, IN 46240
Mar 13
TOEWS BEHAVIORAL PORTFOLIO DESIGN™ Portland Workshop – 3 CE Credits
Morton's Steakhouse - 213 South West Clay Street, Portland, OR 97201
Mar 15
TOEWS BEHAVIORAL PORTFOLIO DESIGN™ Seattle Workshop – 3 CE Credits
McCormick & Schmick's Seafood & Steaks - 700 Bellevue Way NE Suite 115, Bellevue, WA 98004
Mar 27
TOEWS BEHAVIORAL PORTFOLIO DESIGN™ Oklahoma City Workshop – 3 CE Credits
Mahogany Prime Steakhouse - 145 W Sheridan Ave, Oklahoma City, OK 73102
Mar 28
TOEWS BEHAVIORAL PORTFOLIO DESIGN™ Tulsa Workshop – 3 CE Credits
Flemings Steakhouse - 1976 Utica Square , Tulsa, OK 74114
Apr 18
TOEWS BEHAVIORAL PORTFOLIO DESIGN™ Omaha Workshop – 3 CE Credits
Flemings Steakhouse - 140 Regency Parkway, Omaha, Nebraska 68144