What is the Behavioral Investing Institute?
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
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.
Team
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.