Workshops
A Brain Science Guide to Smarter Money Decisions
A lot of us believe our financial decisions are primarily based on a reasoned evaluation of hard facts. New brain science research is revealing that nothing could be further from the truth. We primarily make financial decisions with our subconscious brain. All of us can make smarter money decisions but we’ve got to learn the most common ways that our very flawed brains tend to misstep. In this presentation I show audiences the moments when they’re most vulnerable and how to break the pattern of impulsive decision-making before it costs them money.
The Five Biggest Mistakes Made by Financial Pros
We see it all the time, seasoned financial pros who uncharacteristically slip up and make crazy bad financial decisions. When we’re at the top of our game, that’s when we’re most susceptible to complacency and overconfidence. Using the latest brain science insights, your audience will learn how to recognize and guard against the specific situations when financial pros are most likely to experience a lapse in judgment.
How to Coach Your Clients to Make Smarter Money Decisions
What do you do when a client wants to make a financial move you know will have a bad outcome? Even our smartest, most capable clients are tempted to make crazy-bad decisions when their brain gets taken over by impulsive emotion. In this presentation I use the latest revelations from the science of behavioral finance to guide financial professionals in the most effective techniques for coaching their clients. Financial pros will learn specific tactics for gently and effectively guiding clients to smarter money decisions.
The Financial Planners Guide to Building Dynamic Virtual Meetings
New online tools and new techniques have revolutionary the world of online meetings. What used to be a dull talking head experience can now easily be transformed into a deeply interactive, multi-media show. And it can all be done with easy-to-use, inexpensive tools that are available right on your laptop. From lighting, to software, to microphones, to cameras, your audience will learn how to master online meetings and how to close new business like never before.
How to Identify Bad Financial Decisions BEFORE You Make Them
Bad money decisions don’t just come out of the blue. Most of the time there are subtle clues our brain is getting off track. New research is revealing the specific situations when financial professionals are most likely to slip up. In this presentation I teach the audience how to identify and minimize the effects of overconfidence. Your audience will learn the specific emotional states that can lead to winning outcomes and which ones can be a sign of trouble.
Starting Right: The Brain Science Guide to Making a Lifetime of Smart Financial Decisions
Getting started on a smart financial path can be so intimidating. A lot of beginners don’t understand that solid financial planning isn’t just about having the right data. It’s also about understanding the specific ways their subconscious emotions will tempt them to make bad moves. Your audience will learn five simple steps for preparing both their bank account and their brain for a lifetime of prosperity.
The Best Practices Guide to Better Virtual Meetings
New online tools and new techniques have revolutionized the way business pros interact with clients. What used to be a dull talking head experience can now be easily transformed into a deeply interactive, personal connection. And it can all be done with easy-to-use, inexpensive tools that are available right on your laptop. From lighting, to software, to microphones, to cameras, learn easy ways to master online meetings and close new business.
Best New Tools for Upgrading Your Online Video Content
An entirely new generation of video and media tools has been introduced just in the past year. This groundbreaking gear has empowered both novices and pros to seriously up their video content creation game. Using simple laptop video editors, stock footage, standard consumer gear, and stock graphics, acres of videos can be easily created live, all without the need for costly post-production. Learn how top-of-their-game video masters are streamlining the entire production process. From training videos, to social content, to live presentations, come learn how to build your own simple but powerful studio. Now everyone can streamline video production and build content that grabs attention and closes new business.