In this webinar, Michael Finke makes the case for optimism. Michael’s research finds that optimism helps people invest more in the present with expectations of payoffs regarding health, relationships, and personal finances, setting clients up with a higher chance of a happier retirement. During this webinar, advisors will learn how to:
- Discuss how life experiences can impact a client’s sense of optimism
- Explain how optimism can impact a person’s financial behaviors
- Describe the relationship between optimism and investing for future payoffs
- Evaluate how optimism and overconfidence may impact a person’s risk tolerance
- Create personalized strategies to encourage optimism in clients
