Behavioral Finance: Insights for Improving Client Acquisition and Retention

Presented by

Rick Bensignor

About this talk

CFP Board® and IMCA® CE eligibility pending Behavioral Finance is one of Wall Street’s hottest topics and where major firms are allocating new resources to within their private wealth management divisions. Yet many advisors have little understanding of what it is or how to incorporate it into their client cultivation practices. In this webinar, Rick Bensignor, a recognized behavioral market strategist, will present an introductory webinar on the subject. You will learn: •The difference between classic economics and behavioral economics; •The history and evolution of behavioral finance theory; •How financial biases can negatively influence investors’ thinking and behavior; and •How learning to incorporate this process can help create a more successful advisory business. Rick will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

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