Mining Behavioural Insights from InvestorEQ to Deepen Client Relationships
Mining Behavioural Insights from InvestorEQ to Deepen Client Relationships
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 […]