Effective Behavioral Coaching Begins with the Investment Portfolio: NEW Book and Webcast, ‘The Behavioral Portfolio’ Helps Financial Advisors Tame Emotional Investing
March 6, 2025
NEW YORK, March 6, 2025 /PRNewswire/ — Let’s face it. Financial Advisors spend hours crafting the perfect investment portfolio for their clients. But an unacknowledged reality is that, based on the way advisors communicate with clients regarding their portfolios and how they are built, advisors often can’t stop clients from making unwise investment choices during turbulent markets. Why? Because advisor/investor communications are broken.
The Behavioral Portfolio, a groundbreaking new book by Phillip Toews, CEO of Toews Asset Management examines the risks of both stock and bond portfolios from historically comprehensive perspective to help illustrate that, based on market history, the current approach could lead to a break-down of clients’ portfolios and financial practices. It then lays out an all-seasons approach for investing that both embraces optimism and addresses contingencies of significant risk events.
What if you could build investment portfolios that not only withstand extreme conditions, but also empower your clients to think long-term and avoid panic-driven moves? These are the questions that Phillip (Felipe) Toews, Author has dedicated his career to answering. The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy offers a new framework for building resilient portfolios and engaging with clients in a way that addresses these core challenges.
It gets worse, says Phillip (Felipe) Toews. “Bad decision making transcends short term errors. Generational trends, like the 14-year stock bear market during the great depression and the THIRTY-SIX year bond bear market fundamentally change investors’ views about an asset class, and presently most advisors would be powerless to manage through them.”
Phillip Toews’ new book, The Behavioral Portfolio gives advisors a modern framework to address both the reality of severe markets and the emotional responses that they produce.
Transforming Towards Behavioral Portfolios
The Behavioral Portfolio Webcast, based on the book and three decades of experience is an advisor’s essential guide to understanding (and mitigating) the primal instincts and emotional drivers that sabotage even the best-laid financial plans.
Delving into behavioral finance, this timely webcast shows why emotional responses often override logic when it comes to money.
Key CE Credit Webinar Highlights:
- Building a Behavioral Portfolio: It actually starts with the portfolio, not coaching. When portfolios aren’t aligned with an investor’s economic and emotional needs, they could lose more in a perilous multi-year decline. A well-designed behavioral portfolio, made for all seasons, is a fundamental prerequisite to address poor decision-making.
- Pro-active, not reactive, investment portfolio communications: This isn’t theory. It is about building a rock-solid financial practice with clients who sleep soundly, even when the market is going wild: addressing periods of low or no returns, asset bubbles, rates and inflation in a way that resonates.
Who Should Attend:Financial advisors, wealth managers, family offices and financial professionals working with individual investors. This webcast is essential for those who want to build investor trust and offer resilient portfolios built to stand up to the next market crisis (and the even more unavoidable emotional storms).
The Behavioral Portfolio CE Credit Webinar Details: Sign up today. Your clients (and your blood pressure) will thank you.
The Behavioral Portfolio
Thursday, March 20, 2025 at 11am EST
Contact:Kelly Ashton Bradley
Director of Marketing
Toews Asset Management
[email protected]
(800) 326-1950
About Toews Asset Management Founded, 1994Toews’ risk-managed ETFs, mutual funds and models aim to deliver competitive returns and mitigate significant losses. Our Behavioral Investing Institute offers educational programs for financial professionals and institutions looking to elevate their practice management and client experience.
SOURCE Toews Asset Management
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