In a time of low-cost index funds and robo-advisors, clients are increasingly questioning the value of an advisor and may be tempted to take the DIY approach. Advisors are, in fact, more important and valuable than ever. Rather than trying to help clients outperform the market, advisors’ value proposition is generally behavioral. Using insights from behavioral economics, financial planners can improve their client’s financial decisions, leading to better outcomes.

This one-hour webinar will drill down to key behavioral decision points, where advisor input is critical including how to:

  • Define goals
  • Save
  • Stay the course, don’t time the market
  • Avoid chasing performance
  • Make better decisions

In addition to sharing recent behavioral research, this webinar will discuss practical steps for advisors to communicate their value to clients.

Key Speakers

David Adler
Wealth Management & Behavioral Finance Expert (Moderator)