Presentation slides for Behavioral Approach to Outsourcing your CIO:
There are five steps to establishing a Behavioral Approach for your business:
- Assess your strengths and weaknesses
- Document how you spend your time
- Stress-test your practice
- Identify and create baseline portfolios
- Implement your behavioral approach
- BONUS: Generating referrals
Assess your strengths and weaknesses
Download and complete the forms below to help you assess your strengths and weaknesses.
Document how you spend your time
Download and complete the form below to figure out how you're spending your time.
Stress-test your practice
Download and complete the form below to stress test your practice.
Identify and create baseline portfolios
Download and complete the form below to create your model line-up.
Implement your behavioral approach
Download and complete the form below for assistance in the implementation of your behavioral approach.
Bonus: Generating Referrals
Watch the video below to find out what you can be doing with your extra time you have from not managing your investments.
Click here to download the summary.