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

Jun 04
Toews & EQIS Co-Host: Managing Investor Behavior-Minneapolis Workshop- 2 CE
Pittsburgh Blue Steak House - 3220 West 70th St., Edina, MN 55435
Jun 05
Toews & EQIS Co-Host: Managing Investor Behavior- Milwaukee Workshop- 2 CE
Maggiano's Little Italy - 2500 N. Mayfair Rd., Wauwatosa, WI 53226
Jun 06
Toews & EQIS Co-Host: Managing Investor Behavior – Madison Workshop- 2 CE
Fleming's Prime Steakhouse & Wine Bar - 750 N. Midvale Blvd., Madison, WI 53705
Jun 11
Toews Managing Investor Behavior – Boston Workshop – 3 CE Credits
Del Frisco's Grille - 33 Boylston St. Suite 3370, Chestnut Hill, MA 02467
Jun 12
Toews Managing Investor Behavior – Santa Clara Workshop – 3 CE Credits
Fleming's Prime Steakhouse & Wine Bar - 2762 Augustine Dr, Santa Clara, CA 95050