Using Befi to Build Trust and Manage Investor Behavior
Format: Short Course
Track: Behavioral Finance
Premier CE: 5 credits for CIMA®, CPWA®, and RMA® certifications
CFP CE: 5 credits (uploaded on your behalf)
Cost: $395, or discounted with Signature or Elite benefits
To build high-trust client relationships, the demonstration of one’s technical skills is nowhere near enough. This is because the demonstrated ability of the advisor is about the past. Yet, the decision to trust is primarily about the future – what the advisor will do next. Will the advisor understand me? Will the advisor have my best interests at heart? Will the advisor care for me and be honest with me? These are the kinds of questions clients might ask themselves, if not consciously then non-consciously. The objective of this short course is to equip advisors with the behavioral knowledge to be able to elicit positive responses, build trust, and manage investor behavior with confidence.
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