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Behavioural economics

Introduction to behavioural economics

Helping you understand more about behavioural economics, so that you can help your clients make better financial decisions.

Behavioural economics affect our day-to-day life and influence our decision-making process.

Watch our video to learn how to use these principles in conversations with your clients.

Sessions for you and your teams

We have two sessions to help you bring this to life, you can use our ready-made modules for you to run with your team or learn for yourself.

  • How to use behavioural economics to ‘reframe’ your meetings in terms so you can improve a client’s understanding of the value you add.
  • ‘Loss motivation’ behavioural bias will help improve your clients understanding of the impact of doing nothing using the fear of missing out.

We suggest at least 30 minutes prep time and the session to last at least 30 minutes.

  • Download the presentation
  • Download the PDF handouts and print out one per attendee
  • Read the trainer notes section to run the session

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The value of your investments and the income from them can fall and you may not recover what you invested.