“What steps can I take to deal with my shoppers’ cognitive biases and assist bolster their monetary decision-making skill?”
“Is there something I can do to foster behavior change and transfer the needle on points like range, fairness, and inclusion inside my observe and monetary group?”
These questions and extra can be answered in an intensive behavioural workshop hosted by the Investments & Wealth Institute.
The Investments & Wealth Discussion board – Toronto is occurring stay on October 3, and can be obtainable on-line and on demand beginning October 7. The one-day occasion will function distinctive advisors, market disruptors, and monetary consultants from throughout North America.
This yr’s theme, “Facilitating Sustainable Behavioural Change,” speaks to a well-known frustration that cuts throughout the wealth business. Whether or not it’s in shopper conferences, agency conferences, or press releases, each monetary providers skilled has at one level or one other seen huge guarantees and initiatives start with a bang, solely to sputter afterward as key stakeholders fail to comply with by way of on their preliminary momentum.