David Jones at HUM London 2018
The Most Important Graph(s) in the World
At Humans Under Management London 2018, speaker David Jones explored the significance of memory and recall in client interactions. With extensive experience in behavioural finance, Jones offers valuable insights for financial advisers.
The talk addresses the challenge of ensuring clients retain important information from meetings and presentations, highlighting the necessity of effective communication strategies.
Key insights include:
- The primacy and recency effects: Emphasising the importance of what is communicated first and last during client meetings.
- The von Restorff effect: Using surprising elements to create memorable moments that enhance retention.
- The necessity of follow-up: Recommending timely reminders and reviews to reinforce key messages and maintain client engagement.
Watching this video will equip financial advisers with practical techniques to enhance client communication, improve memory retention, and ultimately strengthen client relationships. This session is a vital resource for those looking to elevate their practice.
