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Things You’ll Learn

  • The “achilles heel” of our industry (Hint: it’s not a lack of technical knowledge)
  • Why the future of financial planning will place the human aspect at the center
  • Examples from the industries of hospitality, law and therapy on how to wrap the human element around technical competency
  • The importance of getting a client or prospect in a calm, peaceful state prior to a meeting and specific ways to do that (this improves their decision-making ability and your odds of getting a new client)
  • The one skill that robo-advisors and computers simply can’t replicate to insulate your value from technological disruption
  • When you should actually cancel and reschedule a client meeting
  • The power of naming and labeling emotions when talking with a current or prospective client
  • A story of an advisor who used the researched-backed tools from Be-IQ to finally breakthrough with a client after 15 years of banging his head against the wall
  • The “Empathy Gap” – What it is and why you should understand it in every meeting
  • The “transformational” benefits of bringing behavior to life
  • Who Neil wants to listen to at a roundtable discussion on behavior, psychology and money
  • The one book he would gift to someone interested in behavior, psychology and money
  • Where he envisions the role of behavioral finance in the next ten years

About Neil Bage

He is the co-founder of the multi-award winning behavioral insights company Be-IQ. He’s a specialist on the subconscious behaviors that drive our decisions and highly regarded for his ability to bridge complex scientific theory with real-world understanding and application, specifically when it comes to money.

He’s recognized as a go-to expert on human behavior, psychology, biology, and compelling story telling, all of which combine to reveal how people make important decisions that combine to impact their financial health and well-being.

Resources