april 26, 2023

Conversation is Key: Now Is The Time To Show Your Clients What You Understand About Them

During this discussion with Carrie Nelson, CEO and Founder of Atlas Point, and Liz Strait, Ph.D., Head of Behavioral Science at Atlas Point, you’ll discover the secrets to differentiating your value proposition by understanding what’s going on INSIDE your clients using AI-powered insights.

Discussion topics include:

Strategies for building deeper client connections using AI-powered insightsEffective ways to tailor outreach to your clients and prospects using BeFi insights
Strategies for building deeper client connections using AI-powered insightsEffective ways to tailor outreach to your clients and prospects using BeFi insights
Strategies for building deeper client connections using AI-powered insightsEffective ways to tailor outreach to your clients and prospects using BeFi insights

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SEPTEMBER 27, 2022

Conversation is Key: Evolving Your Client Experience

Revisit the discussion with Carrie Nelson, CEO and Founder of Atlas Point, on how to differentiate your value proposition by understanding what is going on INSIDE your clients. Leave this discussion with a plan you can implement easily and immediately –accelerating relationships with your prospects and clients.

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The Befi Blog

Deferring Homebuying

Liz Strait, PhD

Head of Behavioral Science

Soaring mortgage rates and record-high home prices are reshaping personal finance goals, pushing many to rethink the traditional notion of homeownership. This article explores the trends in home-buying behavior, from a shift towards renting, investment reallocation, changing perceptions of success, and the larger economic implications.

DEFERRING HOMEBUYING

Recommending Gifts

Liz Strait, PhD

Head of Behavioral Science

In a survey conducted by Yahoo Finance and Ipsos, the intersection of holiday gift-giving and investments is revealed. With nearly 1,100 participants, the survey reveals a notable finding: 70% of Americans express a willingness to receive financial products as holiday gifts, suggesting a widespread concern about financial futures and a desire for stability. Discover why 70% of respondents expressed enthusiasm for such gifts and the impact of generational and income differences on respondents’ preferences. For Financial Professionals, understanding these preferences is key to guiding clients effectively.

RECOMMENDING GIFTS

Whitepapers

Conversation is Key

Macro-economic trends point toward a market correction, and the time to start preparing for these financial conversations is now

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Sweet Spots and Blind Spots

A new road to translate behavioral finance into a financial advisor’s personalized practice.

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Hyper-Personalizing Today’s Wealth Management Experience

Create hyper-personalized experiences and client interactions based on how you communicate and deliver solutions.

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The Past, Present & Future of Wealth Management

Wealth management has evolved from a product focus to a focus on value. How are you adapting to the future of the industry?

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Adapt & Connect

Strategies to create deeper client connections and apply behavioral finance when face to face meetings are not an option.

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