Restoring Client Trust

A session at CFA Institute Wealth Management Conference 2013

Friday 22nd March, 2013

8:00am to 9:00am (EST)

  • Modern psychological research findings that explain the fundamentals of trust
  • The top five “soft” success traits of financial advisers who build trust with clients
  • Communication techniques and nonverbal behaviors advisers can use to establish trusting relationships with new clients and prospects or to repair frayed client relationships

About the speaker

This person is speaking at this event.
Richard L. Peterson

Managing director at MarketPsych Capital LLC.

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Time 8:00am9:00am EST

Date Fri 22nd March 2013

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Books by speaker

  • Your Investor Blind Spots: Identifying (and Avoiding) Mental Traps (Wiley Global Finance Executive Select)
  • MarketPsych

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