The Rider and the Elephant: Tapping into Your Best Financial Decision Making Mode
Guest Expert: Cherie Stueve, Cerefi
Date:
Webinar Replay Description
The program, presented by Cherie Stueve of Dalton Education, explored the Rider and Elephant metaphor as a framework for understanding how rational thought and emotional impulses influence financial decision-making. Attendees learned practical strategies to help clients align logic and emotion, overcome cognitive biases, and make better financial choices by shaping the decision-making environment.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Loved this, both understanding more the brain, how it works and recognizing "which mode" we or our clients are in helping us to communicate better so we can help them! I've always been interested in right/left brain education. I also didn't know about the AFC or FBS certifications and found that interesting as well!
- Heather C.
I loved that this metaphor is not judgmental and helps us understand ourselves. Loved the tips on how to trick the elephant!
- Sonia F.
Encouraging clients to take small actions to reach their long -term goals.
- Felicia O.
Very interesting explanations, strategies for handling logical vs. emotional decision-making. Great seminar, great slides, well presented!
- Frank M.
I'd never heard the concept of the rider and the elephant before, but I can see how it's relevant in so many areas of life! I enjoyed how this presentation dealt with the more psychological side of things. It's important to consider psychology and human behavior in financial planning.
- Lindsey F.
Loved this, both understanding more the brain, how it works and recognizing "which mode" we or our clients are in helping us to communicate better so we can help them! I've always been interested in right/left brain education. I also didn't know about the AFC or FBS certifications and found that interesting as well!
- Heather C.
I loved that this metaphor is not judgmental and helps us understand ourselves. Loved the tips on how to trick the elephant!
- Sonia F.
Encouraging clients to take small actions to reach their long -term goals.
- Felicia O.
Very interesting explanations, strategies for handling logical vs. emotional decision-making. Great seminar, great slides, well presented!
- Frank M.
I'd never heard the concept of the rider and the elephant before, but I can see how it's relevant in so many areas of life! I enjoyed how this presentation dealt with the more psychological side of things. It's important to consider psychology and human behavior in financial planning.
- Lindsey F.
The Rider and the Elephant: Tapping into Your Best Financial Decision Making Mode 03-21-2025
Attendees Comments:
Loved this, both understanding more the brain, how it works and recognizing "which mode" we or our clients are in helping us to communicate better so we can help them! I've always been interested in right/left brain education. I also didn't know about the AFC or FBS certifications and found that interesting as well!
- Heather C.
I loved that this metaphor is not judgmental and helps us understand ourselves. Loved the tips on how to trick the elephant!
- Sonia F.
Encouraging clients to take small actions to reach their long -term goals.
- Felicia O.
Very interesting explanations, strategies for handling logical vs. emotional decision-making. Great seminar, great slides, well presented!
- Frank M.
I'd never heard the concept of the rider and the elephant before, but I can see how it's relevant in so many areas of life! I enjoyed how this presentation dealt with the more psychological side of things. It's important to consider psychology and human behavior in financial planning.
- Lindsey F.