The Bucket Plan® On-Demand Series

Mastering Investor Psychology: Strategies for Financial Advisors to Keep Clients Invested


Listen Later

Did you know effectively managing your clients' emotions can improve their investment outcomes? Discover how in this enlightening episode on investor psychology. Join host Dave Alison and Mark Peterson, Director of Market & Portfolio Insights at BlackRock, as they explore the critical role of behavior in financial planning. Learn to identify common investor biases, initiate crucial conversations about market volatility, and implement proactive strategies like bear market planning. Gain insights on educating clients about diversified portfolios and market behaviors and hear real-world examples of psychology's impact on financial decisions. Tune in to learn how to help your clients navigate market uncertainties and achieve better financial outcomes by mastering the art of investor psychology.

Resources:

  • Chart Referenced: S&P Envy chart
  • Webpage Referenced: Psychology of Investing at BlackRock
  • Tool Referenced: Student of the Market by BlackRock

Statistics:

  • https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7995012/
  • https://www.investopedia.com/ask/answers/042415/what-average-annual-return-sp-500.asp 
  • https://theconversation.com/for-many-olympic-medalists-silver-stings-more-than-bronze-228655
...more
View all episodesView all episodes
Download on the App Store

The Bucket Plan® On-Demand SeriesBy C2P

  • 4.2
  • 4.2
  • 4.2
  • 4.2
  • 4.2

4.2

6 ratings


More shows like The Bucket Plan® On-Demand Series

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

227,737 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,940 Listeners

The Rich Roll Podcast by Rich Roll

The Rich Roll Podcast

11,905 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,013 Listeners

AICPA Personal Financial Planning (PFP) by AICPA & CIMA

AICPA Personal Financial Planning (PFP)

55 Listeners

Financial Advisor Marketing Podcast by James Pollard

Financial Advisor Marketing Podcast

95 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,113 Listeners

Rainmaker Multiplier On-Demand by C2P

Rainmaker Multiplier On-Demand

8 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

The Power Of Zero Show by David McKnight

The Power Of Zero Show

148 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

106 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

29,122 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

123 Listeners

The Tucker Carlson Show by Tucker Carlson Network

The Tucker Carlson Show

16,716 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

24 Listeners