Join this 1-hour in-depth presentation to learn how to win new clients and keep the one's you have using behavioral economics.
Learning Objectives:
DCIIA Retirement Research Center
Executive Director, DCIIA Retirement Research Center
[email protected]
(202) 367-1124
Warren is the founder and former President of Boston Research Group. Warren is a veteran in the financial services industry with more than twenty-five years of quantitative and qualitative experience in financial services research for investment companies (both retail and institutional clients), banks and insurance companies. He also has extensive experience in the areas of workplace culture, employee engagement and employee benefits.
Warren is also recognized as a market research leader in the Defined Contribution industry. From 2006-2011, he was voted by DC professionals into the Top 20 Most Influential People in the Industry. Warren is the author of the DCP 2000-2012 plan sponsor, participant & advisor satisfaction and market dynamics studies, which have become the standard for service quality and trend measurement in the 401(k) arena.
Warren is also the cofounder of the Behavioral Finance Forum with Dr. Shlomo Benartzi. The mission of the forum is to foster collaboration between the world’s leading behavioral finance academics and leading financial institutions to help consumers make better financial decisions.
Warren currently also sits on the faculty of The Retirement Advisor University (TRAU).