Becoming the Preeminent Financial Influencer in Your Clients' Lives

There are many influencers in life, from athletic icons to social media influencers. Financial advisors must transcend the perspective of being just "an investment advisor" and become their clients' greatest financial influencers by consistently incorporating psychological principles and behavioral coaching in their practices. This presentation will discuss the science of influence - what makes someone and their message influential, admirable, and desirable to follow. We will then discuss how investor behavior can be anticipated under diverse financial environments and specific tactics to help investors remain rational. One of those tactics is to create and incorporate a simple, formal, and effective decision-making process that clients can follow.

Learning Objectives    

• Learn specific tactics and manners of communication to increase your value and influence in your clients' lives. 
• Understand how to anticipate irrational thoughts and feelings that often influence investors, and how to proactively address them. 
• Create a Mindful Decision Checklist as a guide for clients to follow (much of the checklist can be drafted and completed in the session).