What you will learn
This workshop will help you to:
- Work with your clients to achieve their real long-term investment goals.
- Become a 'trusted adviser' to your clients, retaining them for the long term.
- Learn how a systematic investment process can help your clients avoid behavioural pitfalls.
Understanding how the mind can help or hinder investment success
Behavioural finance holds out the prospect of a better understanding of investing behaviour and offers scope for investors to make better decisions based on an understanding of the potential pitfalls.
This workshop aims to help advisers to understand human investing behaviour so that you can help your clients to avoid the potential pitfalls.
Draws on the knowledge of successful fee-based advisers in the UK and around the world to demonstrate what leads to a successful fee-based practice.
Explores how a systematic approach to the investment advice process can help you to increase client satisfaction, create greater business value and mitigate regulatory risk in your business.
Register your interest
Let us know which workshop(s)you are interested in.