How can we help our clients to make better investment decisions?

Presented by

Jim Stacey, Head of Intermediary Business Development, Aberdeen Standard Capital

About this talk

What is behavioural finance? What behaviours prevent us from making the right investment choices? How can we improve our investment decision making? Join us as we examine how the study of behavioural economics allows us to better understand the decisions we make. We will explore the inherent biases clients must overcome to achieve their long-term investment goals, demonstrating how behavioural finance can help advisers to help clients make better investment decisions. Digging deeper, we will look at “noise” - the random and irrelevant variables that affect clients’ decision making. Learning Objectives: • Know what behavioural finance is • Understand bias and how this impacts decision making • Be aware of how to turn down noise to improve the decision-making process. Speaker bio: Jim Stacey joined Aberdeen Standard Capital as Business Development Manager in April 2014 from Standard Life and previously Axa Sun Life. In January 2019 he became Head of Intermediary Business Development. With 22 years experience in the financial intermediary channel, Jim has a real understanding and appreciation of the financial planning sector and the regulatory and commercial challenges modern investment and advisory businesses face. Jim is an Associate of the Chartered Insurance Institute and holds the Diploma in Financial Planning.
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