The Bucket Plan® On-Demand Series

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


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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
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