Trust me, I’m a planner

You can explain to people that they aren’t rational. You can give them the examples, warn them about what not to do, they’ll nod their heads, and then go and make the mistake you told them not to!

It can be difficult to deal with. But it ain’t gonna change.

So, we have to adjust, using what we know about behaviour, to try and tilt the odds in our clients’ favour.

By the end of this 30 minute, CPD-qualifying webinar with Ben Kumar, 7IM’s resident behavioural expert, and Chris Justham, Chief Distribution Officer you’ll be able to:

• Understand the psychological power of trust within planning relationships
• Explain how cognitive shortcuts influence judgements.
• Apply behavioural insights to improve client communication and planning outcomes.