Behavioral Finance: Client Engagement Strategies for Volatile Markets

Oftentimes at the beginning of a client relationship, logic and long-term goals drive investment planning conversations. Inevitably, market volatility, the 24-hour news cycle, and social media, will impact investor confidence. Volatility in the markets is not an uncommon phenomenon as much as the news might have us believe. It happens each year, and even more recently, it seems each day. However, it’s not the volatility that has the biggest impact on investor’s portfolios; it’s investor behaviors made based upon emotions not logic. In the Behavioral Finance: Client Engagement Strategies for Volatile Markets presentation, we discuss how to provide historical market perspective in a clear, consistent, and confident manner that resonates with investors to keep help them keep their long-term focus. The goals of this presentation are to educate how emotions impact decisions, provide perspective to help investors understand market behavior, and develop client engagement models to instill confidence in their long-term investment plans.