As markets soar and plunge, emotions can tempt investors to buy and sell funds at the wrong times, which can have disastrous results. Use these tools to educate and entertain clients about the impact that impulsive decisions can have on their investments and the importance of focusing on the long-term.
For many couples, the transition to the next phase of life—retirement or an empty nest— is everything they’d hoped for. But the next chapter can be a rude awakening when retirement expectations aren’t shared, and they end up being very different. Learn how clients can start the discussion ahead of time to help ensure their own smooth transition.
Annie Duke, decision strategist and former poker pro, combines her experience as a professional poker player with some of the most advanced thinking on decision-making that integrates psychology, economics, and neuroscience.
Approaches that seem like the “right” ones could be damaging relationships with women clients. Learn how many advisors unknowingly sabotage their relationships, and what to do instead.
Illustrate the market's ability to grow wealth despite recessions and bear markets to help clients avoid panic decisions when the next "crisis of the day" makes headlines.
Learn what MIT AgeLab determined to be the seven advisor characteristics that are critically important to clients.
Show common misconceptions about investing alongside the facts to help replace those “illusions” with investment reality.
Learn how to not only build relationships with Generation X and Generation Y—but also fine-tune your approach toward older and younger boomers as well.
Address the financial challenges that women face and help them build the future they envision.
MIT AgeLab explains how to identify signs of investment anxiety in your clients. Understand how stress, fear, and anxiety affect behavior, and steps you can take to help clients manage these emotions.
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