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Uncovering your clients long-term thinking

Uncover how your clients really view their financial goals and why unconscious biases affect their financial planning.

About the webinar

Date: Thursday 26 NovemberĀ 

CPD 45 mins (structured)

We care about building better, brighter futures for you and your clients. That's why we've conducted in-depth research into long-term thinking and decision making. Our research, overseen by Dr Simon Moore, has uncovered how your clients really view their financial goals and why unconscious biases affect their financial planning.

Join Lara Bealing, UK Director of Marketing at Canada Life and Dr Simon Moore, Chartered Psychologist and Managing Partner at Innovationbubble as they reveal the research findings and uncover:

  • Why understanding client's long-term priorities is important.
  • The difference between emotional and logical decisions and how this affects financial planning.
  • How non-conscious biases can influence your client's financial decisions and how to reduce the effect of these biases.
  • Why psychological needs impact your client's financial planning.
  • How to use these insights to influence long-term thinking and create powerful adviser communications.

About the speakers

Lara Bealing, Director of Marketing at Canada Life

Lara has spent over 20 years in multiple global financial services organizations across various roles leading proposition, technical, finance, research, business development, customer service, marketing, digital and data teams. Lara is a scientist and linguist by education, an accountant by qualification and has a passion for people. She specialises in transforming financial services organisations to fuel growth potential through driving customer focus.

Simon Moore, Chartered Psychologist and Managing Partner at Innovationbubble

Simon is a Chartered Psychologist and managing partner with the award winning psychological insight and behaviour intervention consultancy, Innovationbubble. Simon specialises in bringing the latest psychological knowledge about consumers, emotions, decisions and needs into a room. Helping clients consider how they might utilise it in relation to the psychology of decision making and behaviour change to improve experiences for themselves and others.

Watch the webinar

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What's really going on inside your clients' mind?

We've conducted in-depth research on long-term thinking and decision making, overseen by a Behavioural Psychologist. Discover how your clients really view their financial goals and why non conscious biases affect their financial planning.

Explore now