Even when clients understand what they should do, their behaviour does not always follow. Knowing the right course of action and actually taking it are two very different things, particularly when emotions, habits, uncertainty, and competing priorities influence financial decision-making.
For the human-centred financial advisor, positively influencing behaviour is therefore an important part of helping clients achieve better financial outcomes. It requires more than simply providing information or telling clients what to do. Advisors need to understand what creates the conditions for meaningful and lasting behavioural change.
What are the non-negotiables when it comes to influencing client behaviour? What needs to be in place before positive change can happen? And how can advisors help clients move from understanding what they should do to actually taking action?
Join us on 21 October for the eighth webinar in Amity’s 10-part series, The Human-Centred Financial Advisor, titled Influencing your client’s behaviour – The non-negotiables. In this session, Rob Macdonald will explore the key principles that need to be in place for advisors to positively influence client behaviour and support better financial decision-making.
Don’t miss this opportunity to strengthen your understanding of behavioural change, enhance your client conversations, and help clients make decisions that better support their long-term financial wellbeing.