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Behavioral Coaching When Your Clients Need It Most (Self-Study)

Topic

General Principles of Financial Planning

Program ID

322026

Hours

1

Format

Self-Study / Recorded webinar

Complexity

Intermediate

Description

When markets are volatile, your clients may experience ups and downs in their investments that can stir up strong feelings. That’s when they need you the most, to guide them through the uncertainty and help keep them on the right track to reach their investment goals. This is when behavioral coaching can have the biggest impact.

Learning Objectives

• Learn about the principles of behavioral coaching and how to apply them within your client conversations. • Dive into Vanguard’s Advisor’s Alpha® research that shows how behavioral coaching is the greatest contributor of an advisors’ value and driver of business outcomes. • Find out about behavioral coaching resources available for you to use today.