In the coaching program we are looking toward building educational and systematic approaches to helping your clients through some of the abstract, baffling, and terrifying situations most of us will face as investors. We do this through an examination of the models you use and a discussion about the behavioral strengths and vulnerabilities. We use that information to tailor a program of tools to further instill confidence while acknowledging the specific uncertainties of investing.
We strive to increase emotional and financial commitment to the plans you have laid out. We have had great markets, but the scars of the financial crisis are still close to the surface. Building the process now will enable your clients to extend their threshold of discomfort in various difficult situations.