Using Client Biases for their Best Interest
Guest Expert: Dr. Matt J. Goren, CFP®, Cerefi
Date:
Webinar Replay Description
Cognitive and emotional biases are deviations from rationality. Almost all discussions of biases in financial planning focus on how to reduce or eliminate them; to be rational decision-makers.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
The session opened my eyes to expanded lines of client questioning.
- Wayne W.
love the idea of "removing client from decision-making process", through automation, rules, etc.
- Michael H.
"The application of scientific cognitive bias research to financial planning and advisory activities in general.
New perspectives on artificial intelligence. This was an excellent presentation which aligned with some areas I am currently interested in."
- Mark Z.
The session opened my eyes to expanded lines of client questioning.
- Wayne W.
love the idea of "removing client from decision-making process", through automation, rules, etc.
- Michael H.
"The application of scientific cognitive bias research to financial planning and advisory activities in general.
New perspectives on artificial intelligence. This was an excellent presentation which aligned with some areas I am currently interested in."
- Mark Z.
Using Client Biases for their Best Interest 04-02-2024
Attendees Comments:
The session opened my eyes to expanded lines of client questioning.
- Wayne W.
love the idea of "removing client from decision-making process", through automation, rules, etc.
- Michael H.
"The application of scientific cognitive bias research to financial planning and advisory activities in general.
New perspectives on artificial intelligence. This was an excellent presentation which aligned with some areas I am currently interested in."
- Mark Z.