Get expert insights on building trust, addressing clients’ biases, fostering systemic change, and more at intensive one-day workshop
This article was produced in partnership with The Investments & Wealth Institute.
Whether they’re grappling with unprecedented market challenges or trying to future-proof their practices and organizations, financial advisors and wealth executives today are faced with a number of urgent and profound questions.
“How can I make the most out of the opportunity to guide clients and earn their trust through this time of turbulence?”
“What steps can I take to address my clients’ cognitive biases and help bolster their financial decision-making ability?”
“Is there anything I can do to foster habit change and move the needle on issues like diversity, equity, and inclusion within my practice and financial organization?”
Those questions and more will be answered in an intensive behavioural workshop hosted by the Investments & Wealth Institute.
The Investments & Wealth Forum – Toronto is happening live on October 3, and will be available online and on demand starting October 7. The one-day event will feature exceptional advisors, market disruptors, and financial experts from across North America.
This year’s theme, “Facilitating Sustainable Behavioural Change,” speaks to a familiar frustration that cuts across the wealth industry. Whether it’s in client conferences, firm meetings, or press releases, every financial services professional has at one point or another seen big promises and initiatives begin with a bang, only to sputter later on as key stakeholders fail to follow through on their initial momentum.
Attendees will get the chance to hear insights from the top speakers, which include experts, academics, and practitioners at the forefront of the continually evolving field of behavioural finance.
In-person participants will benefit from a variety of attendee experiences, as well as a meaningful opportunity to learn and engage with fellow members, volunteers, sponsors, and prospects.
All attendees will also earn 7.5 CE hours as they immerse themselves in superior content and insights from leading authorities.
Interested in learning more about the Investments & Wealth Forum – Toronto? Click here for more details.