Making Change Happen Cutting-Edge Strategies for Getting Other People to Do What You Want Them to Do To be used for professional purposes only (and not on your spouse) The business of financial advice is changing before our eyes. Whether it be new product introductions to create income in the current low interest rate environment, new technology platforms for driving efficiency and margins in our practices, or the incessant surge of regulatory burden we have to deal with – change has become a part of our everyday lives.
The reality of this change ultimately comes down to behavior. Quite literally, we must be able to change our own behavior, that of our staff and of our investors too. It is crucial then, that as leader, we understand how to position new practices, technology and behaviors in such a way that it is natural, rational and potentially unavoidable for ourselves, our teams and our investors to engage with them.
In this eye opening and case-study rich keynote, Peter Sheahan will unpack what ChangeLabs calls the 4 Layers of Human Decision Making and share specific strategies for influencing staff and clients’ behavior at each level. Strategies you can use to influence how clients invest, how your team operates and serves clients, and perhaps even how we regulate an industry.
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