Using Behavioural Finance for Better Client Outcomes - A Practical Toolkit

10 Jan 2023

Behavioural economists have found that even with full knowledge and information, investors are subject to systematic psychological and emotional influences. Advisors need to incorporate behavioural economics factors to be fully effective in their client interactions: from understanding clients objectives, developing investment strategies, and communicating investment results.  In addition to client retention, behavioural finance insights provide important tools for client acquisition success..


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