Uncover client risk preferences through behavioral economics

Pat Spenner | Capital Preferences | 20 February 2019 | 1.00 CE

Behavioral diagnostics represent the cutting edge in understanding clients. Understanding how to use behavioral diagnostics to move beyond what clients communicate with their words, allows you to detect what clients reveal about themselves through their decisions. You will learn: the difference between stated and revealed preferences; achieve basic proficiency in interpreting revealed preferences ...