Behavioural Finance/Investing

Quilter Cheviot Behavioural Economics session:

• How to use behavioural economics to ‘reframe’your meetings in terms so you can improve a client’s understanding of the value you add.
• ‘Loss motivation’behavioural bias will help improve your clients understanding of the impact of doing nothing using the fear of missing out.
• Share insights into some typical Behavioural Biases that may drive clients emotional responses at ‘advice meetings’.
• Help you better understand the buying brain so you can better articulate your value.
• Support you in delivering a profitable and sustainable service that clients truly values

Canada Life Asset Management - An introduction to behavioural biases within investment selection

Synopsis: Understanding emotional and cognitive biases, how to spot common biases and manage them alongside your fund selection and client engagement process.