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Loss Aversion Bias and Client Retention

Loss Aversion Bias and Client Retention 2000 1333 Wi-Ai.net

“Losses loom larger than gains.” This cheery quote comes from psychologists Kahneman and Tversky who, in 1979, identified Loss…

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The Importance of Payback

The Importance of Payback 1080 1080 Wi-Ai.net

It’s vital to know what benefits you are getting when you choose to invest in new products or…

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What is Loss Aversion and how can it affect your clients’ investment decision-making?

What is Loss Aversion and how can it affect your clients’ investment decision-making? 2000 1600 Wi-Ai.net

Loss Aversion is a common bias experienced by investors. It’s a cognitive bias that clients can experience whereby…

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Optimism is often a good thing. Optimism Bias: less so.

Optimism is often a good thing. Optimism Bias: less so. 2000 1600 Wi-Ai.net

And the next bias-based challenge that a Financial Adviser may come across… Optimism Bias The clue is in…

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Anchoring Bias – Benign or malign? You decide!

Anchoring Bias – Benign or malign? You decide! 2000 1600 Wi-Ai.net

Another bias-based challenge that a Financial Adviser may come across… Anchoring Bias But what is it and how…

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What is Recency Bias?

What is Recency Bias? 2000 1600 Wi-Ai.net

If you are a Financial Adviser, perhaps the following scenario resonates with you. You are a Financial Adviser…

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Common Frustrations of a Financial Adviser

Common Frustrations of a Financial Adviser 800 2000 Wi-Ai.net

Picture this You are a Financial Adviser meeting with your client to provide them with a financial recommendation.…

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Financial Literacy

Financial Literacy 1199 799 Wi-Ai.net

According to recent research the UK lags behind other comparable countries when it comes to financial literacy, ranking…

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Calling all advisers!

Calling all advisers! 800 600 Wi-Ai.net

Calling all Financial Advisers! What if we told you that you can easily access a software tool that…

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Knowledge is power!

Knowledge is power! 1080 1080 Wi-Ai.net

Knowledge is power! Before making any decisions in life, having as much knowledge and information to hand as…

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