273 pages
$50.00 + S&H

 

Behavioral Investment Counseling

Table of Contents

Authorís Preface

Introduction

Book One - Behavior Modification As The Advisorís Value

Chapter 1: Behavior Modification vs. Portfolio Management

Chapter 2: The Behavioral Advisorís Value Proposition

Chapter 3: The Value of Time

Book Two - The Behavioral Approach to Superior Lifetime Returns

Chapter 4: Six Steps to the Upper Reaches,  Part 1

Chapter 5: Six Steps to the Upper Reaches,  Part 2

Chapter 6: Six Steps to the Upper Reaches,  Part 3

Chapter 7: Preventing Disaster Before It Happens: The Eight Great Behavioral Mistakes

Book Three - The Behavioral Conversation

Chapter 8: Advocating for the Value of Behavior Management

Chapter 9: Refining the Art of Principled Persuasion

Chapter 10: Q&A/Objections Handling: Principles and Practices

Chapter 11: Q&A/Objections Handling: Timing and Selection

Book Four -  Behavioral Counsel in Seasons of Crisis

Chapter 12: Bear Markets: An Appreciation

Chapter 13: Bear Market Q&A: Turning Victims Into Opportunists

Chapter 14: The Retirement Income Crisis: A Behavioral Issue

Chapter 15: Retirement Income Q&A: Facts vs. Fears

Afterword

Appendix A: Two Letters and Two Charts

Appendix B: Bibliography and Resources

Nickís Resources for You and Your Clients

Acknowledgements

About the Author


Home - Books - Speaking Dates - Newsletter - Contact Nick

VPS3