CE Credits: 1
Level of Complexity: Overview
The financial services industry has progressed through two distinct epochs and is entering a third epoch, The Era of the Behavioral Adviser. In this engaging and interactive presentation, Dr. Daniel Crosby will walk participants through the eras that have come before and provide evidence that the coming focus of investors and advisers alike will be around advice that is bespoke, accessible and above all, rooted in a deep understanding of the client. By covering the neurological, sociological and even physiological determinants of investor behavior, Dr. Crosby will offer a framework for providing advice that is client-centric and future-ready.