InvestorEQ 1.0 Training session

InvestorEQ 1.0 Understanding Behavioural Finance in the Financial Advisor Practice InvestorEQ 1.0 is an introduction to behavioural finance in the advisor practice, and the powerful case for financial advisors to better understand how investors make financial decisions. We explore fundamental concepts including biases, behaviours, and blind spots, as well as their impact on investor appetite […]

InvestorEQ 2.0 Training Session

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 […]

Virtual booth at IAFP Symposium

Visit our virtual booth at the IAFP Symposium, September 22-24 Howard Atkinson will be speaking on the 22nd on Wealth Management in a Digital World. From risk profiling to integrated platforms, how digital technology is transforming today’s advisor practice.