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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.