In the new behavioral economy, the client is king and behavioral finance is in. This means the approach to providing financial services will now become client centered and achieving financial performance will revolve around behavioral insights.
 
Behavioral finance research shows investors are irrational. Our validated research since 1999 shows how the irrational behavior of investors can nevertheless be predicted. Do you know your clients?
 
Closing the gap between a client's true financial behavior and the rationality required for their financial  and investment plans requires the advisor to recognize their natural hardwired behavioral tendencies and learned financial behavior preferences. In addition, the advisor must understand the client's communication style so that the information flows can be tailored and the advisory service customized.

If you are motivated  to be the "behavioral guide" by:

• Knowing who your clients are
• Openly communicating on the clients terms 
• Customizing client meetings with behavioral questions
• Tailoring financial and investment plans with behavioral insights
• Wealth Mentoring your clients to manage their emotions and more confidently make committed decisions      

...then join us for the "Financial Planning Performance in the New Behavioral Economy" Presentation. This is an experiential presentation addressing the following:

• The influence of advisor bias on client decision-making
• 10 practical demonstrations showing how advisors can discover and apply financial behavior insights to help their clients more confidently make committed decisions and customize the service experience
• Methodology to increase the emotional engagement of clients in your services and thereby increase revenues

Speaking Experience
 
Hugh is a highly sought after international key note and workshop presenter. He has the unique ability to combine inspiration, passion and learning in his presentations. He always gets high ratings and has many "raving" fans.
 
Some of the leading organizations he has spoken for in the past 2 years include:

• Financial Planning Association - US National Conference
• Financial Planning Association - Local Chapters - Georgia, Chicago, San Diego, Phoenix, Southern California, Southern Wisconsin
• NAPFA National
• LPL
• ING
• Pioneer Investments
• Fidelity
• Ameriprise
• Dimensional Funds Advisors
• Wells Real Estate Funds
• Association of Investment Managers
• Advisor Magazine
• Terrapin
  

Then internationally:

• Vanguard in the UK
• AMP in Australia
• Dimensional in Canada and the UK
• Assante - Canada
• Terrapin - Australia
• Insinger - Holland
• Dutch Financial Planning Conference
• Russian Banking Conference

Click Here for Hugh's Full Bio

 

Visit www.FinancialDNA.com

For additional information, please email us:
inquiries@financialdna.com