Content Provider
Dciia
Sponsored by
Dinensionalfundadvisorslogo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Behavioral Economics Approach to Winning New Clients
Communications & Marketing

BEHAVIORAL ECONOMICS APPROACH TO WINNING NEW CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 9, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaCommunications & Marketing
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Other
Course Description

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:


  • Identify the importance of trust and how it allows us to take necessary risks with clients.

  • Recognize how to become relevant to prospective clients.

  • Identify what Enhanced Active Choice (EAC) is and how to use it.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Warren Cormier

DCIIA Retirement Research Center
Executive Director, DCIIA Retirement Research Center
[email protected]
(202) 367-1124

Dciia

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).
 

About Our Presenter

Dciia
The Defined Contribution Institutional Investment Association (DCIIA) is a non-profit association dedicated to enhancing the retirement security of America’s workers. To do this, DCIIA fosters a dialogue among the leaders of the defined contribution community who are passionate about improving defined contribution outcomes. DCIIA’s diverse group of members include investment managers, consultants and advisors, law firms, record keepers, insurance companies, plan sponsors and other thought leaders who are collectively committed to the best interests of plan participants.