Bubbles and Market Crises

$149, or discounted with Signature or Elite benefits

Keyword(s) Devin Ekberg, Phillip Toews, Eben Burr, Behavioral Investing Institute, Toews Asset Management, Bubbles

Behavioral Investing Institute and the Investments & Wealth Institute recently conducted a study on how bubbles and market crises are perceived by both advisors and investors.

Credit Information 2

Tag(s) Behavioral Finance, 2-4 hours: Institute certifications, On-Demand Recording, Elite (full access)

Description

Behavioral Investing Institute and the Investments & Wealth Institute recently conducted a study on how bubbles and market crises are perceived by both advisors and investors. The investigation brought forth the depth of client temptations, fears of market declines, and understanding of their portfolios, as well as the advisor's perception of what their clients think of them. In the second half of the two-part series, understand how advisors can use this data to potentially improve relationships, planning, and ultimately long-term outcomes for clients. Create a path forward that focuses on your client's needs and perceptions.

Speakers:

Phillip Toews, Chief Executive Officer, Portfolio Manager, Toews Asset Management

Eben Burr, President, Toews Asset Management

Premier Continuing Education (CE):

- 2 hours of CE credit for CIMA^®, CPWA^®, and RMA^®certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected

Expiration:

- One year from the date purchased