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How to Use Behavioral Finance to Drive Better Outcomes

Are you Risk Tolerance Ready?

Finworx360 is a segmentation tool that gives financial advisors a deeper understanding of their clients' risk tolerance through behavioral biases and unique investor personas.
In this webinar we will:

- Introduce Finworx360 & Our Behavioral Risk Survey
- Divulge Field-Tested Best Practices
- Deep Dive Into the Reporting Tools
- Discover the Four Individual Personas
Recorded May 3 2018 26 mins
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Presented by
Victor Gaxiola
Presentation preview: How to Use Behavioral Finance to Drive Better Outcomes

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  • Are you Risk Tolerance Ready? Recorded: Jun 14 2018 38 mins
    Victor Gaxiola
    Finworx360 is a segmentation tool that gives financial advisors a deeper understanding of their clients' risk tolerance through behavioral biases and unique investor personas.
    In this webinar we will:

    - Introduce Finworx360 & Our Behavioral Risk Survey
    - Divulge Field-Tested Best Practices
    - Deep Dive Into the Reporting Tools
    - Discover the Four Individual Personas
  • How to Use Behavioral Finance to Drive Better Outcomes Recorded: May 3 2018 26 mins
    Victor Gaxiola
    Are you Risk Tolerance Ready?

    Finworx360 is a segmentation tool that gives financial advisors a deeper understanding of their clients' risk tolerance through behavioral biases and unique investor personas.
    In this webinar we will:

    - Introduce Finworx360 & Our Behavioral Risk Survey
    - Divulge Field-Tested Best Practices
    - Deep Dive Into the Reporting Tools
    - Discover the Four Individual Personas
  • Introducing Finworx360: Persona Based Client Segmentation Recorded: Feb 15 2018 32 mins
    Victor Gaxiola
    Finworx360 is a segmentation tool that gives financial advisors a deeper understanding of their clients' risk tolerance.

    In this webinar, we will:
    Demonstrate how to use Finworx360
    Divulge field-tested best practices
    Deep dive into the reporting tools
    Disect the four individual personas
  • Finworx Personas Recorded: Dec 13 2017 3 mins
    Finworx
    Find out how Finworx's Behavioral Risk Survey (BRS) helps advisors reveal their client's persona, and details some potential biases the client may have. Empowered with this information we also provide communication tips for each contact’s persona to help you manage their biases and achieve more effective messaging. Our tips can be applied via email, face-to-face, phone, or any other channel to make your life easier and your clients happier. Sign up for your FREE 14 day trial of Finworx360 at http://www.finworx.com
  • Finworx360 Overview Recorded: Dec 13 2017 3 mins
    Finworx
    Learn how Finworx360 empowers financial advisors to know their client's even better. Using our 10-minute Behavioral Risk Survey, each Finworx360 profile reveals an investor’s persona, risk preferences, emotional and cognitive biases, attitudes toward losses, gains, and leverage, and persona-based communication tips. This helps improve communications, drive behaviors and improve outcomes. Sign up for your FREE 14 day trial of Finworx360 at http://www.finworx.com
  • Introducing Finworx360 and FREE Trial Offer Recorded: Dec 12 2017 2 mins
    Finworx
    We are thrilled to announce the launch of Finworx360, the leading behavioral finance investor profiling tool available! Get a FREE 14-day trial of Finworx360, visit our website at http://www.finworx.com
Putting Behavioral Finance Into Action
Finworx puts behavioral finance into action to help advisors strengthen their brand, grow their practice, and improve client outcomes through personalization, trust, and thought leadership. Now available as Finworx360, our Behavioral Risk Survey segments advisors’ contacts into personas based on factors such as risk preferences and behavioral biases and generates persona-based tips for engagement.

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  • Title: How to Use Behavioral Finance to Drive Better Outcomes
  • Live at: May 3 2018 3:00 pm
  • Presented by: Victor Gaxiola
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