T. Rowe Price Group, Inc. · NASDAQ:TROW
T. Rowe Price — Conference Presentation (October 2025)
40 slides from T. Rowe Price's conference presentation, October 2025
Slide 1: Invest in Yourself: Advice + Coaching = A Winning Partnership
Invest in Yourself Advice + Coaching = A Winning Partnership PresenterName Bolded CompanyName Not Bolded Conference or Meeting Name Date
Slide 2: Coaching is unlocking people's potential to maximize their own performance
Coaching is unlocking people’s potential to maximize their own performance. — Sir John Whitmore, Coaching for Performance, Fifth Edition T. R O W E P R I C E 2
Slide 3: What we'll cover today
What we’ll cover today The Financial Overcoming Getting started Behavior Next steps behavioral biases Assessment T. R O W E P R I C E 3
Slide 4: Getting started
Advice + Coaching Getting started T. R O W E P R I C E 4
Slide 5: What is a coach?
What is a coach? COACH (noun) /kōCH/ Original: A wheeled vehicle that carried passengers. Modern: Someone who takes you from where you are to where you want to go. T. R O W E P R I C E 5
Slide 6: What sets a good coach apart?
What sets a good coach apart? T. R O W E P R I C E 6
Slide 7: Taking advantage of coaching
Taking advantage of coaching Financial Better empowerment relationship with finances Better Creating a plan understanding that meets your of how emotion needs and is affects our easy to act on investment decisions T. R O W E P R I C E 7
Slide 8: The Financial Behavior Assessment
Advice + Coaching The Financial Behavior Assessment T. R O W E P R I C E 8
Slide 9: The assessment
The assessment 3 steps to understand your money attitudes: 1. Looking back 2. Focusing on the present 3. Looking forward T. R O W E P R I C E 9
Slide 10: What role did money play in your childhood?
Part one: Looking back What role did money play in your childhood? T. R O W E P R I C E 10
Slide 11: Part two: Focusing on the present
Part two: Focusing on the present Based on our research, you likely fall somewhere along a spectrum in each of four categories: Saver/ Security/ Fascinated/ Private/ Spender Opportunity Obligated Open T. R O W E P R I C E 11
Slide 12: Saver / Spender
Saver / Spender T. R O W E P R I C E 12
Slide 13: Security / Opportunity
Security / Opportunity T. R O W E P R I C E 13
Slide 14: Fascinated / Obligated
Fascinated / Obligated T. R O W E P R I C E 14
Slide 15: Private / Open
Private / Open T. R O W E P R I C E 15
Slide 16: Which mindset stands out most?
Which mindset stands out most? Saver/ Security/ Fascinated/ Private/ Spender Opportunity Obligated Open T. R O W E P R I C E 16
Slide 17: Checking in on how you see things right now
Checking in on how you see things right now On a scale of 1 to 10, how confident are you about your finances? What impact do your feelings about finances have on you? How well are you making progress toward your goals? T. R O W E P R I C E 17
Slide 18: Part three: Looking forward
Part three: Looking forward If you had a magic wand and could instantly change anything about your finances, what would you change? T. R O W E P R I C E 18
Slide 19: Imagining your future
Imagining your future If things work out exactly as you want them to, what will your life look like at age 90? T. R O W E P R I C E 19
Slide 20: Focusing on change
Focusing on change Are there any mindsets that you’d like to change? T. R O W E P R I C E 20
Slide 21: Overcoming behavioral biases
Advice + Coaching Overcoming behavioral biases T. R O W E P R I C E 21
Slide 22: Framing
i) \ \| Framing What it is: Making decisions based on how information is presented, rather than the facts. INVEST WITH CONFIDENCE® 22
Slide 23: How to address it: Framing
How to address it: Be mindful of the language you see or hear when it comes to your investment options. T. R O W E P R I C E 23
Slide 24: Mental accounting
Mental accounting What it is: Grouping assets into different buckets based on arbitrary classifications that affect your decision-making. T. ROWE PRICE INVEST WITH CONFIDENCE® 24
Slide 25: How to address it: Mental accounting
How to address it: Understand that every dollar functions the same, no matter how it’s earned or where it’s held. T. R O W E P R I C E 25
Slide 26: Anchoring bias
Anchoring bias What it is: Relying too much on the first piece of information heard on a specific topic, making it harder to take new information into account. INVEST WITH CONFIDENCE
Slide 27: How to address it: Anchoring bias
How to address it: Regularly examine your opinions and assumptions. T. R O W E P R I C E 27
Slide 28: Confirmation bias
T. ROWE PRICE Confirmation bias What it is: The tendency to look for information that confirms existing beliefs. INVEST WITH CONFIDENCE® 28
Slide 29: How to address it: Confirmation bias
How to address it: Explore perspectives outside of your long-held beliefs. T. R O W E P R I C E 29
Slide 30: Loss aversion
Loss aversion What it is: The tendency to feel the pain of loss more than the positive feeling associated with gains of the corresponding size. T. ROWE PRICE INVEST WITH CONFIDENCE* 30
Slide 31: How to address it: Loss aversion
How to address it: Understand that exposing yourself to the risk of loss is a natural part of investing, and living. T. R O W E P R I C E 31
Slide 32: Status quo
Status quo What it is: The tendency to respond to changing circumstances by doing nothing. INVEST WITH CONFIDENCE® 32
Slide 33: How to address it: Status quo
How to address it: Examine the cause(s) for your hesitance around change. T. R O W E P R I C E 33
Slide 34: Overconfidence
Overconfidence “s What it is: The tendency for investors to ny overestimate their own abilities. ~ INVEST WITH CONFIDENCE
Slide 35: How to address it: Overconfidence
How to address it: Slow down and explore information that contradicts your beliefs about your abilities. T. R O W E P R I C E 35
Slide 36: Next steps
Advice + Coaching Next steps T. R O W E P R I C E 36
Slide 37: What you can take from today
What you can take from today Action: Do by: Notes: Action: Do by: Notes: Action: Do by: Notes: T. R O W E P R I C E 37
Slide 38: Following up
Following up • Your goals and options to meet them. • Your skills and strengths and how to apply them. • Specific barriers to progress. T. R O W E P R I C E 38
Slide 39: Important Information
Important Information This material is provided for informational purposes only and not intended to be investment advice or a recommendation to take any particular investment action. Information and opinions, including forecasts and forward-looking statements, presented have been obtained or derived
Slide 40: Thank You
Thank You 202510-4948235
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