Sasha Franger
Head of Content material
Nice-West Monetary
PRESENTER:
Nag Odekar
Vice President, Advertising and marketing, Particular person Markets
Nice-West Monetary
MODERATOR:
TBD
Editor In Chief
WealthManagement
Advisors lengthy have recognized that purchasers may be overwhelmed by the numerous selections and assessments they're tasked with, main them to make irrational funding choices. Now, analysis within the discipline of behavioral finance confirms that psychological shortcuts and feelings form everybody’s monetary decision-making which may result in less-than-optimal outcomes.
On this unique webcast, advisors will learn to determine frequent behavioral biases and blind spots after which assist nudge purchasers into making higher long-term choices, particularly about retirement. Particularly, webcast attendees will be taught:
• Highlights of what behavioral economists have found about monetary decision-making.
• What researchers on the Stanford Middle on Longevity discovered about traders’ most typical decision-making errors.
• The right way to nudge purchasers into making retirement choices which can be in their very own finest curiosity by utilizing the MORE (inspire, optimize, understand, consider) system.
• Methods to make use of “nudging” in an advisory setting.
*Stanford Middle on Longevity is just not affiliated with GWFS Equities, Inc. or its mum or dad firm, Nice-West Life & Annuity Insurance coverage Firm.
SPONSORED BY:
*CFP, CIMA®, CPWA®, and AEP® CE Credit have been utilized for and are pending approval.