Are you only seeing half of your client’s story?
As a financial professional, you spend countless hours understanding your clients’ goals, risk tolerance, and financial lives. But behavioural finance has shown us that what you bring into the relationship—your assumptions, beliefs, and experiences—plays just as big a role in outcomes as your clients’ behaviour. If you’re not aware of how your own identity and narrative influence your advice, you may be misreading client reactions and emotional cues, over-relying on technical expertise when the real issue is human, struggling to move clients from “stuck” to “decisive,” or even missing opportunities to deepen trust and loyalty. This workshop helps you close that gap.
What This Workshop Is About
Who do you think you are? is an interactive, practice-focused workshop designed specifically for: ✅Financial advisors ✅Portfolio managers ✅Planners & wealth managers ✅Financial management leaders and teams You’ll explore the dual narratives in every client meeting: 💥Your client’s story 💥The story you bring—your experiences, identity, and professional lens By learning how these two narratives interact, you’ll be better equipped to give advice that is not only suitable on paper—but aligned with how real human beings think, feel, and decide.
Key Outcomes (What You Will Learn)
By the end of this session, you will be able to: ✅ Understand the psychology behind “knowing” your clients. Move beyond surface-level profiling to the deeper human dynamics that drive decisions. ✅ Recognize your role in the client relationship. Identify how your personal and professional experiences quietly shape the way you communicate, frame options, and recommend strategies. ✅ Apply social identity theory to your everyday practice. Learn how “the place where you stand” influences suitability decisions, KYP, and strategic planning—so you can see the whole story, not just half. ✅ Translate self-awareness into better client outcomes. Turn insights about yourself into practical shifts in how you ask questions, present recommendations, and manage emotional moments in meetings.
How our time will be spent together
⭕ Introduction – Who Do You Think You Are (as an Advisor)? ⭕ The Psychology of Behavioural Finance (Human, Not Just Economic) ⭕ The Place Where I Stand ⭕ Putting It All Together ⭕ Q&A and Wrap-Up
This workshop is ideal for you if:
➡️ You work in wealth management, financial planning, portfolio management, or advisory leadership. ➡️ You want to go beyond product and performance to build enduring, trust-based relationships. ➡️ You’re curious about how psychology and identity shape client conversations. ➡️ You’re ready to challenge your assumptions and grow—both as a professional and as a human being.
What you'll learn
Understand the psychology behind “knowing” your clients.
Recognize your role in the client relationship.
Apply social identity theory to your everyday practice.
Translate self-awareness into better client outcomes.
Meet the speaker
Lauren A. Jeffery, RP, MA, CEA, CTDP
President & Founder | Point.Shift
Lauren specializes in helping advisors navigate the emotional intersections they face with clients, colleagues, and teams. Her doctoral work integrates behavioural finance with psychology to show advisors how to implement human-centred behavioural finance in real practice—not just talk about it.
Know yourself. Know your clients. Elevate your advice.
When you understand not only who your clients are—but also who you are in the relationship—you unlock a more honest, effective, and human way of giving advice.
Sign up now! Limited seats.