Nick Lincoln at HUM London 2019
Dalbar-itus: Diagnosis and Cure
At Humans Under Management London 2019, Nick Lincoln presented on the challenges financial advisers face with client perceptions shaped by negative news. As a seasoned professional in the industry, Lincoln delves into the impact of media on investor behaviour.
The talk addresses the critical issue of "dalbaritis," a phenomenon where clients make poor investment decisions based on fear and misinformation. Lincoln emphasizes the need for advisers to combat this mindset with fact-based optimism.
Key insights include:
- Understanding the disparity between investment returns and actual investor returns due to emotional reactions.
- The importance of reframing the narrative around economic news to support client confidence.
- Practical strategies for communicating positive market realities and dispelling myths.
- Resources that can help advisers foster an optimistic outlook in their clients.
Watching this video will equip financial advisers with actionable strategies to enhance client relationships, mitigate fear-driven decisions, and promote a more positive investment outlook. Discover how to effectively communicate the realities of the market and improve client engagement.
