What you'll learn
What biases are
Why self-awareness matters
How to improve your advisory practice
New ways to connect with clients
Meet the speaker
Lauren A. Jeffery, RP, MA, CEA, CTDP
President & Founder | Point.Shift
Passionate educator and therapist dedicated to empowering financial advisors. With years of experience, I create engaging courses that inspire growth and practical skills. Join me to unlock your potential and achieve your goals—let’s learn and succeed together!
Unlock a new way to have meaningful conversations.
Unmasking Bias: Empowering Financial Advisors to Deliver Unbiased, Impactful Advice is an interactive training program designed to help financial professionals recognize, understand, and mitigate bias in their client interactions and recommendations. This course is tailored for advisors who are committed to elevating their practice, ensuring ethical standards, and building stronger, more trusting client relationships. The course covers a blend of theory, practical tools, and actionable strategies, including: Understanding Bias: Deep dive into different types of biases (e.g., confirmation bias, anchoring, affinity bias) that can influence financial advice. Identifying Personal and Systemic Bias: Exercises to uncover hidden biases in oneself and in organizational processes. Client Communication: Techniques for transparent, empathetic, and inclusive conversations. Case Studies: Real-world scenarios highlighting the impact of bias in financial advising. Best Practices: Strategies and frameworks to deliver objective, client-focused recommendations.
Unlock Your Potential: Become an Unbiased Financial Advisor Today!
Are you passionate about helping others achieve financial freedom, but feel overwhelmed by industry jargon, sales pressures, or a lack of trustworthy guidance? This course is designed specifically for advisors like you—no prior experience needed!
FREE webinar! All that is required is 30 mins of your time.