Director of Thought Leadership
Vice President, Marketing, Individual Markets
Editor In Chief
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.
*CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.