Join us for an Equitable Life Master Class webcast featuring Dr. Ryan Murphy, Morningstar

You’re invited to our next Equitable^® Master Class webcast offering compelling topics and unique ideas from leading experts to help you manage and grow your business.

Just asking clients what their goals are may not be enough. Clients may respond in ways that seem reasonable but might not represent the goals that are truly important to them.

In the Behavioural world, this is known as ‘thinking blind spots’ and stems from behavioural biases we all have. The blind spots can prevent clients from expressing their true goals to you and lead to a plan that doesn’t accurately represent their preferences and motivations. 

Join us for an informative discussion led by Dr. Ryan Murphy, head of Morningstar’s global Behavioural insights in how you can get clients past their thinking blind spots.
 

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