The Value of Human Advice
The Human Dimension of Advice is Not Dead! Why You Matter More than Ever
Even as the demand for robo-investing continues to grow, the demand for advice by and for humans remains very much sought after. In this presentation, Sam, sheds light on why this is true – regardless of the generational divide – using hard data from a recent survey by IPC. Yet, there are forces of change demanding that financial advisors radically change how they deliver on the value of advice. Sam will unpack what these changes are and, critically, he will provoke the audience to rethink how they approach their business to engage clients using a proven client experience modal, and ultimately grow their business.
CEO, Glidepath Portfolio Services Inc.
Advising on Investing Behaviour without Advising on Investments… and the Neuroscience of Human Advice
Why investing behaviour advice is just as, or arguably more important than specific investment advice.
In this presentation Ron will explain the neuroscience that drives human investing behaviour in good markets and bad and how awareness of clients’ cognitive instincts helps all advisors, whether they advise on specific securities or not,
provide better … and more valuable service.