Breakout Session

How an Adviser Can Add Value Through Behavioral Coaching

Level of Complexity: Overview

Presenter(s)

• 

  Jim Entwisle

  National Speaker, Advisor Education Specialist
  Vanguard

Gain a deeper understanding of behavioral coaching using 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
doesn’t translate well to the investment world. And, finally,
understand the techniques financial planners can apply as an effective behavioral
coach—especially in the role of an emotional “circuit breaker.”

Learning Objectives:

• Describe the consumer decision-making process and why a ratings-driven process does not work well in the investment world.
• Develop communication techniques in coaching clients to stick with their financial plans