Improving client relationships during the current bear market

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Incorporating behavioral finance into your financial planning process can help clients stay on track for meeting financial goals. John Forlines III, chief investment officer of W.E. Donoghue & Co., LLC and professor of behavioral finance at Duke University, shares how to identify client biases and recommends steps you can take to coach clients to create better investment outcomes.


John Forlines Headshot
John Forlines, III
CIO, Portfolio Manager, W.E. Donoghue & Co., LLC

John A. Forlines III, chief investment officer of W.E. Donoghue & Co., LLC and portfolio manager for the JAForlines Global Tactical Portfolios was formerly chairman and CIO of JAForlines Global when it was an independent investment advisor. Mr. Forlines is an Executive in Residence in the Department of Economics at Duke where he teaches classes in behavioral finance and decision-making. During John’s time as chairman and CIO of JAForlines Global, the firm was awarded Envestnet’s 2016 Strategist of the Year Award for the management of the Global Tactical Portfolio Suite. The portfolio team, under John’s continued leadership, was a finalist for Envestnet’s Strategist of the Year again in 2018, making JAForlines the only firm to become a finalist twice. Through a rigorous due diligence process, the firm was also selected by Envestnet’s PMC Team to be on the PMC Select List (or “Best Ideas Managers” list) derived through qualitative and quantitative analysis.