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.
- Remain relevant to your clients and prospects
- Understand whom you are selling to and what they need
- Learn how decisions are made
- Understand what you are really selling
- Learn how to avoid commoditizing yourself
- Reduce the risk of picking you
- Create the right customer experience
This online video can be accessed at any time, up to the calendar year end if purchased in the first half of the year; or up the subsequent calendar year end if purchased in the second half of the year.
In order to purchase this course CFA Society Switzerland members and guests must set up and login with a CFA Institute Id#.
CHF 100 for non-members.
CHF 60 for members of CFA Society Switzerland.
Executive Director of the DCIIA Retirement Research Center (RRC). He has previously served as CEO and co-founder of Boston Research Technologies. Warren is the author of the book: The Behavioural Economic Approach to Winning New Clients, which translates behavioural economic insights into practical tools for client acquisition and keeping existing clients. Warren translates the precepts of behavioural economics into practical, hands-on tools and tips. Warren is a veteran in the financial services industry with more than 35 years of experience as a research and consultant for investment companies, banks and insurance companies.