The Behavioural Economics Approach to Winning New Clients (and Keeping the Ones You Have)

9 Feb 2023

Course Topic: Behavioural Finance



Warren translates the precepts of behavioural economics into practical, hands-on tools and tips. His insights explain in everyday language how financial advisors can apply behavioural economics to their advantage. Learn how to leverage the three most powerful factors in establishing a professional relationship: trust, aversion to loss and avoiding regrets. These insights provide investment professionals a formidable competitive edge.

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