Graham Cox at HUM London 2017

Human perception: how to change a client’s mindset

At Humans Under Management London 2017, Graham Cox presented on the crucial topic of changing client mindsets. As an experienced speaker, he shares valuable insights into the psychological aspects of client interactions.

The talk focuses on understanding how emotional decision-making influences clients and their perceptions. Financial advisers face the challenge of shifting client mindsets to foster better relationships and outcomes.

Key insights from the talk include:

  1. Emotional decisions often precede logical reasoning, impacting how clients respond.

  2. Perception is shaped by expectations; understanding this can help advisers manage client interactions more effectively.

  3. The importance of creating rapport and context to shift client perspectives.

  4. The endowment effect highlights how perceived losses impact client decision-making more than potential gains.

Watching this video will equip financial advisers with practical strategies to enhance client relationships and improve communication, ultimately leading to more successful outcomes in their practice.

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