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

Mar 27
Toews Managing Investor Behavior – Omaha Workshop – 3 CE Credits
Fleming's Steakhouse - 140 Regency Parkway, Omaha, NE 68114
Mar 28
Toews Managing Investor Behavior – Atlanta Workshop – 3 CE Credits
The Capital Grille - 94 Perimeter Center W, Dunwoody, GA 30346
Apr 10
Toews Managing Investor Behavior – Kansas City Workshop – 3 CE Credits
The Capital Grille - 4740 Jefferson St., Kansas City, MO 64112
Apr 23
Toews Managing Investor Behavior – Newport Beach Workshop – 3 CE Credits
Fleming's Steakhouse - 455 Newport Center Drive, Newport Beach, CA 92660
Apr 24
Toews Managing Investor Behavior – Nashville Workshop – 3 CE Credits
Del Frisco's Grille - 207 Franklin Road, Brentwood, TN 37027
May 08
Toews Managing Investor Behavior – Seattle Workshop – 3 CE Credits
Sharps RoastHouse - 18427 International Boulevard, Seatac, WA 98188