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Mining Behavioural Insights from InvestorEQ to Deepen Client Relationships
November 10 @ 10:00 am - 10:30 am
InvestorEQ provides a treasure trove of behavioural insights to help financial advisors engage and coach their clients. But what are the best practises to guide advisors as they mine these insights?
Prasad Ramani, one of the top global leaders in the practical application of behavioural insights, will lead this highly informative and actionable session on how advisors can apply these insights in their client conversations to enable deep client discovery. The goal of the session is to generate more “aha!” moments for clients and have Know Your Client (KYC) meet Client Know Yourself (CKY).
This session is only available to InvestorEQ clients.
Prasad Ramani, CFA, FRM
Founder & Chief Product Officer Syntoniq
From serving as the Head of Quant for a global family office co-managing $1.4 BN to building automated quantitative risk platforms and forecasting models for asset management firms, Prasad has more than 20 years of experience in Behavioral and Quantitative Finance. With a deep understanding of the interplay between behavioral psychology, risk, and investing, Prasad has often been cited in or contributed to many of the world’s top investment and finance publications, including Barron’s, Financial Times Adviser, Morningstar, Financial Advisor Magazine, InvestmentNews, WealthManagement, and Advisor Perspectives. Prasad is also a Peer Reviewer for the Journal of Behavioral Finance and is a regular guest speaker at the London Business School where he teaches Behavioral Finance and Decision Science.
InvestorEQ is the advanced behavioural finance risk tolerance tool at the centre of Pascal’s Advisor Success Platform. It is available to financial advisors as a standalone product. InvestorEQ helps advisors gain deeper insights into their clients investing behaviours and gives clients a deeper understanding of their own investing behaviours and motivations resulting in increased client engagement, greater share of wallet, more referrals and increased prospect conversion rates.
Learn more about InvestorEQ here.