Phil Toews, CEO of Toews Corp, discusses the benefits of behavioral finance coaching for advisors in the Financial Advisor IQ story FAs Take Cues from Richard Thaler: There’s No Taking Emotions Out of Money. Excerpt from the story:
In Toews’ view, getting his help and doing the work with clients now is less trouble than waiting for the next market downturn to force the issue.
Through workshops and consultations, Toews introduces current research on behavioral science to help advisors build a process for training and managing investor behavior. For more detail and a schedule of workshops coming to a city near you see Toews Advisor Training.