“What steps can I take to handle my purchasers’ cognitive biases and assist bolster their monetary decision-making capability?”
“Is there something I can do to foster behavior change and transfer the needle on points like variety, fairness, and inclusion inside my observe and monetary group?”
These questions and extra might be answered in an intensive behavioural workshop hosted by the Investments & Wealth Institute.
The Investments & Wealth Discussion board – Toronto is going on stay on October 3, and might be obtainable on-line and on demand beginning October 7. The one-day occasion will function distinctive advisors, market disruptors, and monetary specialists from throughout North America.
This yr’s theme, “Facilitating Sustainable Behavioural Change,” speaks to a well-recognized frustration that cuts throughout the wealth trade. 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 large guarantees and initiatives start with a bang, solely to sputter in a while as key stakeholders fail to observe by means of on their preliminary momentum.