Behavioral Finance Training for Advisors

Bridging the gap between inspiration and implementation

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What is the Behavioral Investing Institute?

BEHAVIORAL COACHING

BEHAVIORAL COACHING

Our 1 year program guides an advisor through framework training to implementation using tools that attempt to change investor’s default emotional responses to various behavioral investing challenges that they may confront.

COACHING PORTAL

COACHING PORTAL

Each student in the coaching program will have ongoing access to their personalized behavioral guidance tools and analysis, as well as stay current on the ongoing evolution of our tools as they develop.

SEMINARS & SPEAKING

SEMINARS & SPEAKING

We provide implementable ideas in the area of BeFi that will enable the audience to improve on their ability to recondition their clients’ perception and emotional response to various market cycles.

BII MEMBER

BII MEMBER

Upon completion of the Behavioral Finance Coaching Program, financial advisors become part of a community of investment professionals committed to ongoing learning in the field of behavioral finance.

Strategic Coaching Program to Help Grow Your Firm

12 Month Program

Training: Months 1-2

  • Market Agnostic Behavioral Portfolio Design Training
  • Portfolio Design Compartmentalization
  • Behavioral Guidance Tools Training
  • Build Structure for Investors Attempting to Overcome Behavioral Challenges
  • Refocus from Benchmark Centricity to Financing of Future Goals
  • Client Engagement Construction

 

Coaching: Months 3-12

  • Assess Use of Behavioral Guidance Tools Into Ones Business
  • Problem Solve Challenges & Chart Goals for the Following Month
  • Discuss Techniques for Emergent Client Issues
  • Revisit & Build on Concepts from Training Calls

Year program

Monthly calls that embody all things Applied Behavioral Finance

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Training

8 Training Calls that teach advisors effective ways to implement our proprietary Behavioral Tools into their practice

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Coaching

10 Coaching Calls to Plan, Implement and Track the implementation of the tools

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BII Member

Become a member of the Behavioral Investing Institute Society

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Seminars & Speaking

Through seminars and consultations, the Behavioral Investing Institute introduces current research on Behavioral Finance 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 understands and addresses market risks
  • Understanding and tracking investors’ behavioral tendencies
  • Building portfolios that attempt to anticipate market dislocations and that meet behavioral & economic needs
  • Discussing with your investors plans of action for market disruptions in advance

There is an ever-increasing amount of information available about behavioral finance, yet the advisory community has produced limited guidance for advisors who wish to curb biases and improve investor decision making.  Through our seminars and consultations, we provide a refreshing point of view on this topic.

Bridging the Gap Between Inspiration & Implementation

There is an ever-increasing amount of information available about behavioral finance, yet the advisory community has produced limited guidance for advisors who with to curb biases and improve investor decision making.

Through workshops & consultations, the Behavioral Investing Institute introduces current research on behavioral science to help advisors build a process for training and managing investor behavior.

Contact the Behavioral Investing Institute

OUR ADDRESS

900 Broadway New York, NY 10003

Email: greg@toewscorp.com
Tel: 888-457-7555

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