Wednesday, Apr 22

Advisor IQ Replay – Fear, Finance, and the High-Anxiety Client

Market corrections, alarming headlines, and bear markets can contribute to client anxiety. As a result, investors may abandon their financial strategies altogether simply in an effort to avoid losses. Research from The MIT AgeLab illustrates the effects of stress, anxiety, and multiple crises on investor decision making, and the steps advisors can take to effectively reassure and re-engage anxious clients.

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Market corrections, alarming headlines, and bear markets can contribute to client anxiety. As a result, investors may abandon their financial strategies altogether simply in an effort to avoid losses. Research from The MIT AgeLab illustrates the effects of stress, anxiety, and multiple crises on investor decision-making, and the steps advisors can take to effectively reassure and re-engage anxious clients.

In collaboration with Hartford Funds and the MIT AgeLab, we are excited to provide the replay of another continuing education workshop for on-the-go financial professionals.

Helios Quantitative Research acts as a white-labeled CIO for Financial Advisors across the world. We create, implement, monitor, communicate, and train over 100 advisory firms that collectively manage over $30 billion in assets under management. Learn how we working through the current crisis.

Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through enhanced asset management capabilities. Helios was founded in 2016 in Granite Bay, California.

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