How to better communicate your value to your clients, using research-based language. Invesco Global Consulting conducts ongoing research into the language used in financial services, with the goal of helping advisers have better conversations with clients. We conducted a 6-month language study on what investors think. What do they value and how should their advisers respond? […]
This session draws upon leading research in psychology, neuroscience and behavioural finance to explore three critical ‘pillars’ of a client centric approach; communication, core values and beliefs and managing investment risk. We introduce you to four ‘financial personalities’, each one with its own unique set of attitudes, beliefs and behaviours to help you deliver a tailored […]
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