Note: the registrations are closed. If you would be interested in Luca holding another session, please email him.
As a financial planner, how can you convince your clients of the value of your services? How can you let them see the long-term value of consistency when all around them there are more aggressive investors getting higher returns?
Hi! I’m Luca Dellanna. You might have seen me recently on EconTalk or Jim O’Shaughnessy’s podcast. My book “Ergodicity” gave investors worldwide a vocabulary and anecdotes to think about investment, risk, and long-term returns.
Since I published it, many financial planners called me to get advice on how to discuss these topics with their clients. I gave them stories and examples to use. I coached them in addressing common resistance points. The result: clients more willing to pay for long-term performance and less anxious about short-term performance.
Today, I decided to organize a workshop where I will help you achieve the same. In one hour, I will give you talking points, anecdotes, and examples you can use to discuss a long-term-focused investment strategy with your clients and how to address common objections.
Note: the registrations are closed. If you would be interested in Luca holding another session, please email him.
When?
The workshop will take place on Tuesday the 3rd of October 2023.
It will start at 18:00 CET / noon EST / 9:00 PST and will last 60 minutes. I will also be available for up to 30 minutes afterward in case the discussion lingers.
Where?
The workshop will take place over Zoom.
You will receive a calendar invite and Zoom link shortly after purchasing the ticket.
Note: the registrations are closed. If you would be interested in Luca holding another session, please email him.
What we will cover
- Stories, examples, anecdotes, and talking points you can use to explain to your clients the value of financial planning and of a long-term focus when investing.
- Common objections clients have and some ways to address them.
- Basics of what an ergodic portfolio looks like.
- Basics of ergodicity-related portfolio risk management.
What we will NOT cover
- Nothing in the workshop is financial advice, legal advice, or advice of any kind. I am not a finance professional, just an author and researcher with experience discussing ergodicity and long-term focus.
- The complexities of portfolio building.
Prerequisites
- While not a strict requirement, it is advised that you read my book Ergodicity before the workshop. You can get the paperback here and the eBook here.
Note: the registrations are closed. If you would be interested in Luca holding another session, please email him.
Any questions?
Feel free to email me.
If you cannot make it…
If you cannot make it neither on the 7th of September nor on the 3rd of October, we can always schedule a one-on-one call.