Leveraging behavioural insights to increase client engagement
March 30 @ 11:00 am - 12:00 pm
Join us for this valuable webinar from Dr Campbell Heggen who will explore how an understanding of behavioural insights can help you in your business.
There are numerous factors that influence the decisions that people make. You’ll be introduced to two key behavioural design frameworks which you can use to identify and mitigate frictions in the financial planning process. And help design your conversations and business processes for behavioural changes.
Meet Our Guest Speaker
Dr Campbell Heggen is a Senior Lecturer in Financial Behaviour and Decision Making at the Deakin Business School, and is a leader and advocate in working to integrate behavioural science into financial planning education.
He has over ten years’ experience in higher education, encompassing all aspects of course design and delivery at the undergraduate and postgraduate level, for online, campus located, and blended student cohorts.
Campbell’s research interests focus on the behaviour of individuals and organisations, including what motivates us and how we make decisions.
DEAKIN: By registering for this webinar presented by Deakin you will be subscribed to Deakin marketing communications. Please note you may opt-out of these communications at any time in the future. For any questions, please contact [email protected]
To obtain CPD for AFA Webinars you must watch the full webinar presentation. Your CPD certificate will be emailed you within one week of the webinar being held. Please get in touch at [email protected] should you have any questions about CPD for this webinar. Up to 1hrs CPD.
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