Bridge over ocean
8 June 2009 Multimedia

Guiding Investors through Crisis

Perspectives from Behavioral Finance

  1. Meir Statman, PhD

Meir Statman discusses the following:

  • Why do clients think that diversification has failed and that market timing would succeed?
  • How advisors can serve as financial physicians: Listening, diagnosing, educating, and prescribing.
  • Helping clients overcome cognitive errors and emotions.
  • Prescribing client portfolios that banish fear and keep hope alive.

Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.

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