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InvestorEQ 2.0 Training Session

September 8, 2021 @ 12:30 pm - 1:00 pm

InvestorEQ 2.0 Implementing Behavioural Finance in the Financial Advisor Practice

InvestorEQ 2.0 focuses on real life applications of behavioural finance for advisors and their clients. We explore trait-based client engagement in detail, and how to use InvestorEQ to prospect clients, increase referrals and build stronger long-term relationships. We will also look at the relationship between behavioural traits and risk appetite to help construct better portfolios.

You must be an InvestorEQ subscriber to attend.


September 8, 2021
12:30 pm - 1:00 pm