Bridge over ocean
18 May 2010 Multimedia

Techniques for Managing Your Clients' Behavioral Biases

  1. Richard L. Peterson

Richard L. Peterson explains how investor emotions underlie mental biases, alter financial behavior, and predict market turning point and how to strengthen client relationships, increase client trust, and prevent biased behaviors using the conversational tool IDEAS (Inquire, Describe, Empathize, Add another perspective, and Suggest solutions Via a case study, Peterson discusses how to deepen your understanding of client motivations while simultaneously helping clients make better decision.

Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.

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