'Biases to Profits' Webinar
Investment biases can hurt both investors and financial advisors. This webinar will help show how to overcome both of these problems in order to aid investors to reach their goals and help financial advisors’ business growth. By watching this webinar, advisors will learn how to communicate a compelling key value statement and investment approach that their prospects will be able to understand, which can lead to an increase in new clients.
Would you like to grow your advisory business?
Would you like to have healthier client relationships?
Would you like to have a healthier work / life balance?
Take biases into account in prospect meetings
Articulate the cost of biases to prospects and clients
Create investment solutions that work with each of the 4 investor types
Improve ability to implement programs, through a case study review