Your clients don't buy funds.
They buy feelings.Stop losing clients every time the market falls.Turn client psychology into business growth.
Where behavioural finance meets financial planning. Learn to read the person behind the risk score, build plans they actually stick to, and grow your practice on trust. For advisers, MFDs & financial professionals.
⏳ Registrations close Fri, 6 Nov ·
The advice was right. The client still panicked.
A risk questionnaire tells you a number. It doesn't tell you how your client will feel when the market falls 20%, or why they stop their SIP at exactly the wrong time.
Redemptions at the bottom
Clients exit in a correction and miss the recovery, and the relationship takes the hit.
SIPs stopped mid-way
A plan that's technically sound stalls because the client was never emotionally on board.
Risk score ≠ real behaviour
"Moderate" on paper, terrified in practice. Suitability needs more than a number.
Product talk, not people talk
Meetings stay at returns, so family priorities, unmet needs and referrals go unseen.
Behavioural finance explains the client. Financial planning acts on it.
A technically perfect plan fails if the client abandons it in the first correction. A behavioural insight is wasted if it never shapes the plan. This webinar connects the two.
The person
How your client thinks, feels and decides under uncertainty, and what their family and values need.
The plan
Goals, allocation and cash flows designed around that person, not a generic risk bucket.
The practice
Clients who stay invested, trust you more and refer the people they care about.
You've heard these lines from clients. Can you name the bias?
Tap a card to reveal the answer.
Client 01"Markets are down 15%. Let's move everything to FDs until things settle."Tap to reveal ↓
Losses feel roughly twice as painful as equal gains feel good. Reframe around the goal and its timeline, not today's portfolio value.
Client 02"Small caps gave 40% last year. Why aren't we fully in them?"Tap to reveal ↓
Last year's winner feels like next year's. Show full-cycle returns, including the years it fell, not just the latest one.
Client 03"I bought it at ₹800. I'll sell only once it gets back there."Tap to reveal ↓
The purchase price has become the reference point. Ask: "Would you buy it today at this price?"
Client 04"Everyone in my WhatsApp group is buying gold right now."Tap to reveal ↓
Safety in numbers feels right but rarely is. Bring the conversation back to their own goals and asset allocation.
Client 05"This is bonus money, so I can take bigger bets with it."Tap to reveal ↓
Money is money, whatever its source. Fold the bonus into the overall plan instead of a separate "play" bucket.
Client 06"I've picked winners before. I don't really need to diversify."Tap to reveal ↓
A few wins get remembered; the misses don't. Review the full track record together, calmly and with data.
Spotting the bias is step one. Knowing what to say next is what this webinar is about.
Reserve my seat →Understand the person. Then build the plan.
One session, two halves. A financial plan only works if the client sticks with it, so we start with how clients think and end with plans built around them.
The biases behind bad decisions
Loss aversion, herding, recency, anchoring: how to spot them in a client meeting, not a textbook.
The person behind the risk score
Go beyond the questionnaire to decision style, values and how a client reacts to uncertainty.
Family, values & priorities
Why Indian financial decisions are rarely individual, and how to uncover the priorities that drive them.
From profile to plan
Turn what you learn about the client into goals, asset allocation and SIP levels they can actually live with.
Plans that survive volatility
Build buffers, review rhythms and pre-agreed conversations into the plan so clients stay the course when markets fall.
A planning-led practice
Move from selling products to planning relationships that retain clients, grow assets and bring referrals.
One Saturday morning. Walk away with a new way to run every client meeting.
Save my seat →Built for people who sit across the table from clients.
Mutual Fund Distributors
Keep SIPs running and AUM sticky
Financial Advisers & RIAs
Deeper discovery, better suitability
CFP Professionals
Add behavioural depth to your plans
Bankers & Wealth RMs
Stronger client relationships
Insurance & Finance Pros
Understand what really moves clients
Behavioural finance, made practical for Indian advisers.
PlanPrompt builds behavioural profiling tools for RIAs and MFDs, co-founded by Paul Resnik, co-founder of the risk-profiling tool FinaMetrica. Its three assessments capture a structured view of each client's risk, personality and priorities.
Risk Suraksha
A short, behaviourally informed assessment that maps a client's risk to a SEBI risk level and supports suitability conversations.
Wealth Dharma
Reveals how a client approaches decisions, communication and uncertainty, expressed as one of 16 financial personality archetypes.
Wealth Siddhant
Explores values, goals and family priorities so meetings go beyond products.
Is your client a Cautious Researcher or a Confident Explorer?
Each financial personality shows how a client makes decisions, likes to communicate and handles uncertainty, so you know how to talk to them before you recommend anything.
Learn to read clients →
"Most advice starts with a risk number. Great advice starts with understanding the person behind it."
The idea at the heart of this sessionLearn from practitioners, not theorists.
Sunita Rao
CFA, CWM · Lead Trainer, SunYta Session · Financial planningSunita leads SunYta's financial planning programs and has helped thousands of advisers, distributors and bankers turn planning theory into client-ready practice. She'll show how to turn behavioural insight into financial plans clients stick with.
Speaker from PlanPrompt
To be announced Session · Behavioural financeA speaker from the PlanPrompt team will share how behavioural profiling works in real advisory practices across India.
One Saturday morning. A sharper practice.
Behavioural Finance × Financial Planning
⏳ Registrations close Fri, 6 Nov · Joining details sent after registration
When you register, you get
- A live seat in the session with both speakers
- A practical framework for spotting biases in client meetings
- A way to turn client insight into financial plans they stick to
- Practical ways to hold clients through market falls
- A first look at behavioural profiling built for Indian advisers
- Live Q&A: bring your toughest client situations
Before you register
Who is this webinar for?
Mutual fund distributors, financial advisers and RIAs, CFP professionals, bankers, wealth RMs and anyone who advises clients on money. No background in behavioural finance is needed.
How do behavioural finance and financial planning connect?
Behavioural finance tells you how a client thinks and reacts; financial planning turns that into goals, allocation and a plan they'll stick with. The first half covers the client, the second half covers the plan.
Is this theory or practical?
Practical. Every idea is tied to a real client situation: onboarding, reviews, market corrections and family conversations, so you can use it in your next meeting.
How do I join on the day?
Register on SunYta and you'll receive the joining details. Join from your phone or laptop at 11:00 AM IST on Saturday, 7 November 2026.
Will I be able to ask questions?
Yes. The session includes live Q&A with the speakers, so bring your toughest client scenarios.
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Behind every portfolio is a person. Read them. Then plan for them.
Join Sunita Rao, CFA and the PlanPrompt team for a morning that changes how you advise.
Reserve my seat →⏳ Registrations close Fri, 6 Nov