Great West Financial

How to nudge your clients into better retirement decisions

Thursday, January 24, 2019 | 4:15pm ET / 1:15pm PT

 
PRESENTER:
Sasha Franger
Director of Thought Leadership
Great-West Financial
PRESENTER:
Nag Odekar
Vice President, Marketing, Individual Markets
Great-West Financial
MODERATOR:
David Armstrong
Editor In Chief
WealthManagement

 

Advisors long have known that clients can be overwhelmed by the many choices and assessments they are tasked with, leading them to make irrational investment decisions. Now, research in the field of behavioral finance confirms that mental shortcuts and emotions shape everyone’s financial decision-making which can lead to less-than-optimal results.  

In this exclusive webcast, advisors will learn how to identify common behavioral biases and blind spots and then help nudge clients into making better long-term decisions, especially about retirement. Specifically, webcast attendees will learn: 

• Highlights of what behavioral economists have discovered about financial decision-making.

• What researchers at the Stanford Center on Longevity found out about investors’ most common decision-making mistakes.

• How to nudge clients into making retirement decisions that are in their own best interest by using the MORE (motivate, optimize, realize, evaluate) system.

• Ways to employ “nudging” in an advisory setting.

*Stanford Center on Longevity is not affiliated with GWFS Equities, Inc. or its parent company, Great-West Life & Annuity Insurance Company.

SPONSORED BY:

*CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

 

TAGS: Webinars