Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.
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Wednesday, October 16 • 10:45am - 11:45am
FPA® Educational Breakout Sessions | Block 1: How an Adviser Can Add Value Through Behavioral Coaching [CFP CE]

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For more details, visit the FPA® Full Schedule.

Gain a deeper understanding of behavioral coaching using the Vanguard Advisor’s Alpha tenet that can provide the most value for your clients. Learn why consumers’ typical, ratings-driven approach to decision making doesn’t translate well to the investment world. And, finally, understand the techniques financial planners can apply as an effective behavioral coach—especially in the role of an emotional “circuit breaker.”

Learning Objectives:
  • Describe the consumer decision-making process and why a ratings-driven process does not work well in the investment world.
  • Develop communication techniques in coaching clients to stick with their financial plans


Jim Entwisle

National Speaker, Advisor Education Specialist, Vanguard

Wednesday October 16, 2019 10:45am - 11:45am CDT

Attendees (2)