PFP2502. Myth-Busting for Modern Advisors: Debunking the Top 10 Investment Fallacies That Cost Your Clients Money

Join us for this dynamic, evidence-based session where we systematically dismantle the most persistent and costly investment myths that continue to mislead clients and advisors alike. Many investors have come to believe that these myths form the basis of a successful investment experience, when in fact it might be exactly the opposite.

Drawing from decades of academic research, market data, and real-world portfolio outcomes, this presentation will equip you with the facts and communication tools needed to guide clients away from dangerous misconceptions. We'll tackle the myths that matter most to your practice, not only from a rigorous data perspective, but also provide practical communication strategies to help your clients stick to sound investment principles even during market volatility or uncertain times.

Learning Objectives:

• Use data and evidence to assess the validity of common investing heuristics.
• Apply critical thinking that open-mindedly explores various investment strategies, then establish a process to choose among them.
• Apply improvements in end-investor communication skills, which are crucial in getting clients to understand and follow the investment process.