As a trusted advisor, you help 403(b) retirement investors evaluate their goals, develop balanced portfolios and monitor their investments. Yet, have you addressed the emotional aspects driving their investment behavior?
Emotions can affect your clients’ investment decisions in any number of ways. That’s why OppenheimerFunds has developed a program called Compelling Wealth Management Conversations. This program is designed for advisors like you, to help clients avoid the emotional pitfalls that could lead them astray from an effective retirement investment strategy.
Through research and historical perspectives, the program offers insights on the key principles of sound investing. It can facilitate your conversations with clients, help you acknowledge and manage their emotions, and allow them to focus on taking advantage of the opportunities available to them. Ultimately, this program serves to strengthen your client relationships and support you in helping them pursue their retirement savings goals.