Join the amazing Jackie Lockie of Lockie Consultants as she takes us through the biases that we and our clients exhibit (both consciously and subconsciously) and how they impact on the planning process.
‘A fantastic session from Jackie, very insightful and practically useful.’
– Sean Condon CFP – Yew Tree Financial Planning
Enter your details below to access this exclusive webinar content!
- Understand why your own behaviour matters
- Learn about the types of biases that clients as well as you and your team exhibit
- Understand how this impacts the decisions about money that clients make
- Understand new research into apparent irrational investor behaviour
- Recognise what you can do to manage those biases
Brought to you by the Prestwood Professional Partners Development Programme.
