Gain a deeper understanding of behavioral coaching, the Vanguard Advisor's Alpha tenet that can provide the most value for your clients. Learn why consumers' typical, ratings-driven approach to decision-making does not translate well to the investment world. We will discuss the value you add as an effective behavioral coach and how Vanguard can help. Emphasis is placed on the importance of the financial plan and the emotional circuit-breaker role that advisers can play for their clients.

Level of Complexity: Overview

Course Information
Course Date:
December 04, 2018
Course Objectives
  • Understand why financial plans and communication techniques in coaching clients to stick with their plans are critical.
  • Gain a solid understanding of the consumer decision-making process and why a ratings-driven process does not work well in the investment world.
  • Recognize related academic and Vanguard research.
Extending the Advisor's Alpha Conversation: Behavioral Coaching
Speaker Information
Ryan Donohue  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
Products
Streaming
FPA Member Price:$29.00
Non-Member Price:$49.00