Investor Management: The Other Half of Your Job Webinar Recording

There are two parts to every financial advisor’s job: investment management and investor management. If all of our clients were like Rip Van Winkle and slept for 20 years, the investor management part of the job would be pretty easy. But alas, investors are subjected to minute-by-minute news about the stock market, unemployment, a poor economy and a gridlocked government. Market turmoil and bad news evoke a state of fearfulness and uncertainty that is not conducive to rational decision making. Helping your clients move beyond the fear and uncertainty to a place where they can make solid decisions about the future is an important part of your job.

Learn how you can do this using the principals of behavioral finance and new findings from the field of neuroeconomics. Scott MacKillop, who has been studying and writing about behavioral finance for over 10 years, will share with you his insights and help you better understand how your clients see and react to the world. The goal of this presentation will be to provide you with practical ideas about how to help your clients regain the composure and thoughtfulness they need to make reasoned decisions about their financial future and work with you constructively to achieve their long-term goals.

About Scott Mackillop

Scott A. MacKillop is President and Chief Compliance Officer of Frontier Asset Management, LLC. He has over 30 years experience in the investment industry, a career he began as a lawyer in Washington D.C. specializing in corporate, ERISA, securities and venture capital matters.

Prior to Frontier, Mr. MacKillop served as President of US Fiduciary Services (‘USF Services’), which provides managed account and investment consulting services to financial institutions and investment advisory firms. Mr. MacKillop was also founder and President of Trivium Consulting. Trivium helps financial services firms develop fee-based investment management and consulting programs. At Trivium, Mr. MacKillop worked with over 50 clients, including Bear Stearns, the Frank Russell Company, JP Morgan Fleming Asset Management, Wells Fargo and Nationwide.

Mr. MacKillop formerly served as President of Portfolio Management Consultants (‘PMC’), now a part of Envestnet Asset Management), one of the first firms to provide separate accounts to independent advisors. He also served as President of ADAM Investment Services, one of the first firms to provide mutual fund managed account services to independent advisors, and as Vice President of ADAM’s affiliate, LCG Associates, Inc., an institutional investment consulting firm.

Scott speaks frequently to industry audiences. He has authored numerous articles on managed accounts, investment consulting and behavioral finance, and more. His articles have appeared in Journal of Financial Planning, Investment Advisor, Financial Advisor, Financial Planning, Financial Strategies, The Monitor and The Wrap Fee Advisor.

Scott received a BA from Stanford University and a JD from George Washington University Law School. He holds a Series 65 securities license.