Episode 11 - Turn That Frown Upside-Down: Counterfactual Framing for Financial Advisors
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Episode 11 - Turn That Frown Upside-Down: Counterfactual Framing for Financial Advisors
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Tom West is a Senior Partner with Signature Estate & Investment Advisors, LLC, providing personalized financial planning and investment services to families in the Washington DC metro area.
Suzanne Schmitt is a financial wellness expert with nearly two decades of industry experience in consumer insights, product development and positioning, and marketing and market enablement in financial services.
In today’s episode, Tom and Suzanne explore how financial advisors can use anticipatory regret to guide clients toward better decision-making. They discuss counterfactual framing—helping clients visualize negative future outcomes and work backward to prevent them.
Key insights include the impact of forced choices, the importance of regular reflection points, and how embracing past regrets can lead to smarter financial planning. Advisors will learn strategies to help clients act before reaching a point of no return. Tune in for expert insights on how psychology can drive better financial outcomes.
Resources: Signature Estate & Investment Advisors, LLC.