Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements
Webinars
User reviews
(Updated: April 10, 2014)
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Was this review helpful to you?
(Updated: April 10, 2014)
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
I wish that they had spent more time doing a demo of the software.
Was this review helpful to you?
(Updated: April 10, 2014)
2.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
The webinar seemed to be about establishing the fact that people act in accordance with certain principles of behavioral finance. But I would hope that an audience of financial advisors would know that. I would have preferred more concrete suggestions of how to apply behavioral finance principles to client interactions/ client management, and would REALLY have liked more time on the software the presenters have developed. I don't care if the webinar is a "product pitch" if the product if effective.
Was this review helpful to you?
(Updated: April 10, 2014)
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Was this review helpful to you?
(Updated: April 10, 2014)
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Was this review helpful to you?
