Behavioral finance theory helps advisors navigate their clients through the emotional and practical aspects of investing. We’re learning, however, that understanding your clients’ personas and emotions can also help you gain a larger share of their wallet. 

Laura Gregg will discuss new research that reveals the motivations driving high-net-worth and ultra-high-net-worth investors in their decision to give an advisor a larger allocation of assets. She will discuss five client personas and the biases and beliefs that drive their decisions. 

Learn what you should do – and what you should never do – when seeking more assets from clients based on their unique persona. Think you’re managing all of your clients’ assets? You may be surprised, but these new strategies may help you get more than you have today. 

Speaker:

Laura Hanichak Gregg
Senior Vice President, Director of Practice Management and Advisor Research, FlexShares Exchange Traded Funds

Premier Continuing Education (CE):

- 1 hour of CE credit for CIMA^®, CPWA^®, and RMA^® certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected