Adding Value Through Behavioral Coaching
10:40 AM - 11:55 AM
Gain a deeper understanding about the Advisor's Alpha tenet, behavioral coaching, that can provide the most value for your clients. This presentation is designed to help you learn more about the everyday consumer decision making process and why that does not translate well to the investment world. We'll review behavioral coaching techniques and provide you with some tangible takeaways that you may incorporate into your practice. And finally, we'll 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 advisor serving as an emotional circuit breaker for their clients.