BEHAVIORAL COACHING TOOLKIT
Guide clients confidently
Behavioral coaching helps you navigate through uncertainty—precisely when your clients need you the most. And our Market Hindsight Tool lets you give your clients a realistic glimpse at the benefits of following a financial plan.
Markets and emotions
Investing can stir a range of emotions, from euphoria in rising markets to extreme anxiety when markets struggle. This video gives investors the perspective to acknowledge their emotions, recognize market cycles as normal, and thereby remain focused on their long-term goals. Right-click and select “Download” to save this video to your computer.
1 Francis M. Kinniry Jr., Colleen M. Jaconetti, Michael A. DiJoseph, David J. Walker, and Maria C. Quinn, 2022. Putting a value on your value: Quantifying Vanguard Advisor’s Alpha. Valley Forge, Pa.: The Vanguard Group.
- All investing is subject to risk, including the possible loss of the money you invest.
- Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income.