Financial Wellbeing Live

The classic alpha proposition is evolving. The future? A more human-centric approach in financial advice where the real differentiator is preparing your clients both financially and mentally.

Watch our sessions to identify your client's deeper emotional reasons for seeking financial advice, the non-technical components of trust, and how to communicate in times of market volatility.

You'll also hear how psychology and behavioural finance can redefine your advice process, benefiting both your clients and your business.

The five pillars of trust: Strategies to build successful client relationships

Presented by Mauro Renna from Aegon's Centre for Behavioural Research

In this illuminating session, we dissect the five key components that contribute to client trust. But we don't stop there. We also provide actionable strategies for how you can enhance trust across these vital five domains and step beyond the numbers and metrics to build even stronger client relationships.

From performance to purpose: Becoming a wellbeing maximiser

Presented by Dr Thomas Mathar from Aegon's Centre for Behavioural Research

In this session, we reveal that advisers focused on holistic financial wellbeing, not just performance, are more likely to earn client referrals, achieve higher profit margins, and express optimism about their business future.  Explore the skills you can adopt to become a Wellbeing Maximiser and how to apply them for increased success.

Steadying the ship: Guiding clients to long-term goals amid market volatility

Presented by Dr Thomas Mathar from Aegon's Centre for Behavioural Research & Chris Budd from Institute of Financial Wellbeing (IFW)

Market volatility can be a nerve-wracking experience, not just for investors but also for financial advisers managing their concerns. This session applies insights from behavioural economics and psychology to understand the mental dynamics at play during market volatility. We offer practical techniques to help you to shift clients' focus away from short-term market fluctuations and toward their long-term goals.