“What steps can I take to address my clients’ cognitive biases and help bolster their financial decision-making ability?”
“Is there anything I can do to foster habit change and move the needle on issues like diversity, equity, and inclusion within my practice and financial organization?”
Those questions and more will be answered in an intensive behavioural workshop hosted by the Investments & Wealth Institute.
The Investments & Wealth Forum – Toronto is happening live on October 3, and will be available online and on demand starting October 7. The one-day event will feature exceptional advisors, market disruptors, and financial experts from across North America.
This year’s theme, “Facilitating Sustainable Behavioural Change,” speaks to a familiar frustration that cuts across the wealth industry. Whether it’s in client conferences, firm meetings, or press releases, every financial services professional has at one point or another seen big promises and initiatives begin with a bang, only to sputter later on as key stakeholders fail to follow through on their initial momentum.
