The biggest threat to a client's returns usually isn't the market — it's the urge to sell at the bottom and chase at the top. Market Mayhem is a guided, co-brandable client-education workshop that lets clients feel why that urge is so expensive, in a safe simulation. It is education, not advice.
When markets drop, clients call wanting to sell; when something is soaring, they call wanting in. Each panic exit and performance chase quietly costs them return — and costs you the trust and time it takes to talk them down, again and again. The lesson rarely sticks when it's delivered as a chart in a downturn, because by then they're already scared.
In a calm setting, clients play through a short, guided simulation where panic-selling and chasing are punished and patience is rewarded — so they experience the cost of their own urgency without a dollar of real money at stake. A facilitated debrief connects the felt experience to why staying the course tends to matter, in plain language.
It is deliberately generic: the workshop never references a client's actual portfolio, holdings, allocation, or situation, and it never tells anyone what to do with their money. It teaches the behavior — and quietly reinforces the discipline your advice already depends on.
No. It is a behavioral-finance education workshop using a simulation. It gives no recommendations, makes no predictions, and never addresses a specific security, a client's actual holdings, allocation, or financial situation.
Yes. The workshop can be presented with your firm's name and branding so it feels like a natural part of your client experience.
It's a short, guided session — a simulation plus a facilitated debrief — designed to run inside a client event or review meeting. We scope exact length and format with you.
It's built to be. Content is deliberately generic and educational, with no advice, no holdings, and no account data. We share materials so your compliance team can review before anything goes to clients.