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Finding returns in the new investor reality
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This Secrets of the Money Masters CPD course will give you insights into:
How search satisficing bias can affect client behaviour (and how to manage it)
Managing financial disagreements between couples
The mindset changes needed for clients to achieve their retirement goals in the new economic environment
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Course Content
Secrets of the Money Masters: Finding returns in the new investor reality
Nina case study
The big picture: what’s ahead for Kate and Greg
How to manage financial disagreements in couples
Putting the picture into action
Kate and Greg during COVID-19 case study
Ben Williams on finding returns in the new investor reality
Finding returns in the new investor reality
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