Unlocking unhelpful anchors
Clients need to make informed choices but often come with preconceived ideas. Creating new anchors and guiding clients to consider the opposite will help them reflect on the reasons behind their decisions.
Unlocking unhelpful anchors
Considering Consumer Duty, it’s important now more than ever to create a safe space for clients to talk openly about their financial planning.
The Importance of HumanSense
Considering Consumer Duty, it’s important now more than ever to create a safe space for clients to talk openly about their financial planning. That’s why we’ve created HumanSense, an elearning based on research interviews undertaken by behavioural psychologists, with advisers and clients, to help you understand your client’s behavioural biases and engage in deeper conversations.
There are a total of six training modules covering a range of topics, such as Understanding client behaviour, Creating emotional resonance and Visualising your future self. After each assessment you complete, you’ll be awarded 60 minutes of CPD and will receive a certificate.
Getting Started
Although you can complete the modules in any order, we recommend starting with Understanding client behaviour. From there, you can select any of the five modules to complete.
In this module you will:
- Understand that clients come with preconceived ideas which can create unhelpful anchors, that could stop them making decisions
- Be able to create new anchors to help clients move forward in their decision making
- Guide clients to challenge their assumptions so they can make informed choices
Discover two psychological tools to help you understand client behaviour
- Create new anchors
- Consider the opposite
Continue your learning
Simplifying the complex
Structuring choice
Understanding client behavior
Creating emotional resonance
Visualising your future self