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Behavioral Coaching

The Future of Advice

Investors today have low-cost choices and endless information. Yet financial anxiety is at an all-time high. It's not the products or lack of knowledge; it's the fact that investing is simple but not easy and it is the difference between knowing and doing.

Investors need behavioral coaching from their advisors, not just their technical skills.

Build A Successful Business by Connecting With Your Clients on a Deeper Level

Deep Discovery

Successfully conduct a deep discovery of the client uncovering needs, preferences, values, and biases.

Setting Client Goals

Elicit from the client their goals in clear terms, why these are important to them, what trade-offs they are ready to make, etc.

Co-create the Portfolio

Collaborate to create a portfolio that maximizes the likelihood of reaching those goals without trying to outsmart the market.

Keep your Client on Track

Get the client to buy into a plan to prepare for future market suprises without getting off track.

The Future of Financial Advice Lies in Behavioral Coaching

A good advisor’s job isn’t about beating the market; it’s about helping clients beat themselves.

The challenge in financial advising isn't about outsmarting the market; it's about helping clients navigate their own behavior. The future of financial guidance hinges on behavioral coaching, where advisers guide clients to conquer emotional decision-making and market unpredictability.

Imagine running without knowing the direction or distance. Speeding ahead without a clear plan can lead to exhaustion, just as investing without direction can result in aimless outcomes. This behavior gap, fueled by emotions and market noise, hinders long-term financial goals and fosters financial anxiety.

Both investors and advisers grapple with behavioral biases and emotions like loss aversion, herding, recency, and regret. So how can advisors help clients when they face the same challenges?


Just as a lawyer can't represent themselves objectively, a financial advisor can provide rational, less emotional, guidance because they aren't directly involved. It's like an athlete working with a coach to stay motivated and disciplined on the path to Olympic gold.

Financial advisors can empower clients to make sound decisions at the right times, helping them realize their dreams of a comfortable retirement, supporting their children's education, or securing their dream home.

Sam Sivarajan photo
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