Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice

Webinars

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33 reviews

 
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8.4  (33)
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9.0

This is an important topic to advisors more so now than ever before. I liked their emphasis on listening to the client, and not talking about yourself. This software is intriguing and will turn out to be very useful with a select number of clients. The speakers both spoke a bit rapidly and it was therefore more difficult to comprehend the subject matter in a few instances--they went through the slides quickly. Perhaps slowing down and focusing more on specific points would be useful.

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9.0

I may consider a product demo

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9.0

Very difficult to hear. Audio cut out a number of times

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9.0
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9.0

Interesting

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33 results - showing 1 - 5