Resources to use with Clients
Resources to use with Clients
Building trust and delivering exceptional service is at the core of keeping our clients satisfied. Gaining insights into our client’s emotions and decision making - be it through psychology, neuroscience or behavioral finance - can be a helpful way to build strong relationships.
On this page we have compiled materials that can help you better understand the investing needs of your clients. These videos, presentations, and whitepapers can help you take the steps to building a solid foundation for your practice and your relationships with your clients.
Session 3: Using Technology to Increase Client Service (1hr)
Learn strategies for using technology while still maintaining a sense of personalization from iShares experts—such as the best practices for using web applications and social media. 1 credit hour for CIMA®.
Wednesday, November 10, 2010, 1pm (PT)/4pm (ET)
Watch
Behavioral Finance: Strategies for Overcoming Investors' Home Bias
Join Dr. David Laibson, Professor of Economics at Harvard University, discuss our tendency to over invest in things that are familiar to us.
Behavioral Finance: Understanding Clients' Psychological Biases
Watch as Dr. David Laibson, Professor of Economics at Harvard University, shares some of the latest research in neuroscience and behavioral finance.
Asset Class Illustrator
Looking for a way to create an ETF proposal for your clients?
Building Trusted Relationships with Clients
How can financial advisors strengthen their client relationships? Join Charles H. Green, author of The Trusted Advisor, for a discussion about the foundation of the client-advisor relationship. (registration required)
