PFS Workshop: Putting your thinking cap on by Kevin Holloway

HG Wells Conference & Events Centre
Thursday, 12 November 2015
1:00 pm – 3:00 pm

Our world is overloaded with people and information competing for our attention. We just cannot take this all in even if we wanted to. As a result the decisions that we make are not thought about but come about.

In the last 20 years there have been significant advances in the understanding of human behaviour and the decision making process. While it is still important that advisers are persuasive, compelling and show that advice is in the customers best interests it is also crucial to tap in to the way customers actually make decisions.

MINDSPACE will provide you with some simple tips and techniques to understanding how decisions come about. Throughout the presentation these principles are turned in to practical applications within our own industry. At the end of the day it is not rocket science, it is behavioural science!"

Learning Objectives

By attending this event, delegates will be able to:

1) help influence the financial behaviours of clients in a sustainable way

2) shape actions around our inbuilt responses using MINDSPACE"

More on our speaker

Kevin is an Adviser Development Manager at Aviva. For the last 10 years he has been working with advisers to keep them up to date with changes in regulation and legislation, bringing out the opportunities these present. Kevin has over 30 years' industry experience, including 20 in sales. He has 23 industry exams, is a fellow of the PFS and Chartered Financial Planner.

Venue
  • HG Wells Conference & Events Centre
  • Church Street East
  • Woking
  • GU21 6HJ
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

2 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.