£226.80 – £238.80

Money, Mind and Meaning Masterclass with Dr. Moira Somers - London - 3rd De...

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Location

Vanguard Asset Management

25 Walbrook

London

EC4N 8AF

United Kingdom

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Event description

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Financial advisers from around the world routinely bring to Dr. Somers the most challenging, vexing and concerning scenarios they face in their work. This highly interactive masterclass will spend time on many of those scenarios, including:

Advice that Sticks: How to give financial advice that people will follow.

The Role of Emotion in Advising: This section of the master class will address both the beneficial and the deleterious aspects of emotion on financial decision-making and the advising relationship. We will examine ways to increase advisers' emotional intelligence, and means of boosting clients' motivation and self-efficacy.

Avoiding and Recovering from Mis-Steps: Even the most responsive and best-intentioned advisers can find themselves with disgruntled clients. Learn how to prevent the most common causes of harm to the client-adviser relationship, and how to address the problems when mistakes do occur.

Working with the Worn-Out Client: Learn strategies for helping struggling clients both rally and preserve their limited energy, building their resilience and strengthening your relationship in the process.


We have a maximum capacity for 20 Financial Advisers.


Times: arrive for 13:00, a light lunch will be provided, start at 13:30, finish around 17:30.

Dress code: business casual.

Equipment: bring your devices or notebooks to take notes.


Moira's website: http://moneymindandmeaning.com/ her book HERE

Date and Time

Location

Vanguard Asset Management

25 Walbrook

London

EC4N 8AF

United Kingdom

View Map

Refund Policy

No Refunds

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