Gustavo De La Roca and Sly Pusiri held a timely discussion on how to best manage client expectations amid continued volatility and market skepticism. By identifying unconscious tendencies, your clients may have a better chance of meeting their long-term goals. They covered the following topics:
• Common Behavioral Biases
• How Biases Affect Decision-Making Ability
• The Impact of Biases on Investment Portfolios
• Core investment opportunities at Franklin Templeton Investments
“Bulls markets are born on pessimism, grow on skepticism, mature in optimism and die in euphoria” – Sir John Templeton
Watch the full presentation below.
Contact Information
Gustavo De La Roca
Vice President, Senior Advisor Consultant
gustavo.delaroca@franklintempleton.com
Sly Pusiri
Vice President, Senior Advisor Consultant
sly.pusiri@franklintempleton.com