Passed event: CFA Society Switzerland: The Behavioural Economics Approach to Winning New Clients (and Keeping the Ones You Have), 9.2.2023
Members and non-members event
date & location
09/02/2023 5:00-6:00 pm EET
Fee: CHF 70 (members of CFA Society Finland may ask for a complimentary code, contact info@cfafinland.org)
Warren Comier, Executive Director of the DCIIA Retirement Research Center, translates the precepts of behavioural economics into practical, hands-on tools and tips. His insights explain in everyday language how financial advisors can apply behavioural economics to their advantage. Learn how to leverage the three most powerful factors in establishing a professional relationship: trust, aversion to loss and avoiding regrets. These insights provide investment professionals a formidable competitive edge.
This course will be accessible live via Zoom. The code to access the course will be provided 1 hour before the course starts to registered attendees.
In order to purchase this course, guests must set up and login with a CFA Institute Id#.
Participating in this workshop will give you knowledge how to:
Remain relevant to your clients and prospects
Understand whom you are selling to and what they need
Learn how decisions are made
Understand what you are really selling
Learn how to avoid commoditizing yourself
Reduce the risk of picking you
Create the right customer experience
Speaker
Executive Director of the DCIIA Retirement Research Center (RRC). He has previously served as CEO and co-founder of Boston Research Technologies. Warren is the author of the book: The Behavioural Economic Approach to Winning New Clients, which translates behavioural economic insights into practical tools for client acquisition and keeping existing clients. Warren translates the precepts of behavioural economics into practical, hands-on tools and tips. Warren is a veteran in the financial services industry with more than 35 years of experience as a research and consultant for investment companies, banks and insurance companies.