September 19 2018 - FPA Webinar - Extending the Advisor's Alpha Conversation: Behavioral Coaching
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9/19/2018
When: September 19, 2018
2 to 3:00 pm ET
Where: United States

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FPA Webinar: Extending the Advisor's Alpha Conversation: Behavioral Coaching

 

PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION

Gain a deeper understanding of behavioral coaching, the Vanguard Advisor’s Alpha tenet that can provide the most value for your clients. Learn why consumers’ typical, ratings-driven approach to decision-making does not translate well to the investment world. 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 emotional circuit-breaker role that advisers can play for their clients.

 
Course Objectives
* Understand why financial plans and communication techniques in coaching clients to stick with their plans are critical.


* Gain a solid understanding of the consumer decision-making process and why a ratings-driven process does not work well in the investment world. � Understand why financial plans and communication techniques in coaching clients to stick with their plans are critical. � Understand related academic and Vanguard research.


* Understand related academic and Vanguard research.

 

Credit Information: FPA: 1 hour CFP CE

Event Information

Start Time: September 19, 2018 - 2:00 PM Eastern

Estimated Length: 1 hour

FPA Member Price: Free
Non-Member Price: $49.00

 

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