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Accelerating Your Business: Behavioral Investor Types

Advisors acknowledge that the most common reason they lose clients is that they are unable to get inside the heads of their clients enough to build solid personal and financial relationships. Understanding how clients actually think and behave is a key ingredient in the recipe for success in acquiring and retaining clients. As such, behavioral finance has become a powerful force in the financial advisory field.

This episode focuses on the Behavioral Investor Types (BITs) model developed author and Financial Adviser, Michael Pompian CFA CFP®. In his work, Michael identified four distinct BITs and the most likely Behavioral Biases of each BIT. The results of his finding led to the development of a methodology for how advisors can best work with clients in each of these BITs. In particular, determining how and when to either attempt to “moderate” an investor’s behavior or to simply “adapt” the investment strategy to accommodate their behavior.

Accepted for one (1) hour of continuing education by CFP Board.

Thursday, April 22, 2021
11:00 AM - 12:00 PM Eastern Time


Zoom Virtual Meeting Platform

Speaker Profiles


Clark D. Brown, CWS
Executive Vice President
Cannon Financial Institute

Clark Brown is a passionate advocate for financial services professionals and their clients. Clark is one of the most enthusiastic, energetic and entertaining presenters in the business. Whether in the boardroom presenting to executive management teams, on the main stage of national sales conferences, or engaging in in-depth consulting projects, Clark’s style connects with everyone. His message is clear and actionable. As a result, his guidance makes analysis and implementation of sustainable practices a simpler task.

Clark's skill set is the culmination of years in the financial services sector in both sales and sales management. Clark has managed and coordinated delivery of private banking services as well as handling marketing, client relationships, and product and sales training. Clark’s three decades of experience provide him with the knowledge and understanding of the financial services sector needed to best help firms across the country and around the globe.

Event ID  410