• Home
  • Education Session: Behavioral Coaching

Education Session: Behavioral Coaching

  • 04/08/2020
  • 12:00 PM - 1:30 PM
  • Chapel Grille, 3000 Chapel View Blvd, Cranston, RI 02920

Registration

  • Guests are welcome. Lunch is included.
  • Guests are welcome. If this is your first visit, contact Jean Nagle (jeann@iiari.com) for a 50% discount code.

Register

The FPA of Rhode Island invites you to this month’s education session:

Behavioral Coaching

This presentation provides actionable instruction for advisors to become better behavioral coaches through:

  • Understanding the importance of helping clients manage the uncertainty and doubt associated   with investing.
  • Learning to become your clients' "emotional circuit breaker" when markets turn volatile.
  • Learning how a written financial plan is the foundation of behavioral coaching.

Presented by Michael A. DiJoseph, CFA


Michael is a Senior Advice Strategist in Vanguard’s Financial Advisor Services department. He is responsible for bringing Vanguard’s thought leadership and methodology to life through technology, content, and service offers. He also regularly acts as an ambassador for Vanguard, speaking at various client and other events including webcasts, podcasts, and media on a range of investment topics.

Previously, he was an Investment Strategist in Vanguard’s Investment Strategy Group, where he published over 25 research papers and articles, primarily focusing on Advisor’s Alpha, Retirement Income, Investor Behavior, and Portfolio Strategy. Michael spent his first few years at Vanguard in a variety of fixed-income roles. Prior to joining Vanguard, he worked in the advice industry as an investment advisor. Mr. DiJoseph earned a B.S.B.A. in finance from Villanova University and is a CFA® Charterholder.

  • No charge for FPA Members and Partners (must log in to register)
  • Non-members are welcome ($25 for first meeting, $50 for subsequent)
  • Lunch is included

Copyright © 2019 Financial Planning Association of Rhode Island

2400 Post Road, Warwick, RI 02886

Powered by Wild Apricot Membership Software