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Simple Money: The Science of Client Motivation

Session Speakers
Session Description

Why Attend
Learn how to use emotional motivation to help your clients make sound investment decisions.

Session Details
The financial services industry continues to use an outdated carrot-and-stick approach to motivation. Advisors tell clients what to do but not why, failing to help them distinguish uninformed impulses from the intellectual approach required for successful investing. A subject-matter-expert will use evidence-backed stories to demonstrate how behavioral science can help you better motivate your clients. Discover why:

  • Unifying the “reflective” brain with the “emotional” brain creates investor resolve
  • Emotional motivation overrides intellectual motivation in some situations
  • Advisors who connect emotionally with clients have a better chance of succeeding
  • Risk-based financial planning is difficult for many clients
  • Effective motivation succeeds when lecturing and prescribing fail

Additional Information
CIMA-1 hr, CPE-1 hr, CE-1 hr
Education Session
1h
Session Schedule