Online Assembly: Behavioural science 101 for paraplanners Wednesday 25 November 2020

What's it all about?

We’re pleased to welcome back Dr. Thomas Mathar, who was a special guest at the Big Day Out In, for a behavioural science special which is all thanks to Susan Pringle. Susan  really enjoyed listening to what Tom had to say and, along with a number of paraplanners, asked for a longer session on his area of expertise. Well, that’s what we’ve arranged.

Tune in to hear Susan and Tom discuss the importance of understanding behavioural science within paraplanning. Topics they’ll cover include:

  • Influencing advisers
  • Applying behavioural principles in client communication
  • The EAST framework
  • Why picturing their future self tells you more about a client than their income
  • Building trust
  • The power of ‘pre-suasion’
  • Self behaviour tips for dealing with stress

As always, we’ll be looking at this through the paraplanner lens and answering any questions you have.

Meet the panel

  • Susan Pringle – Director, MHA Henderson Loggie Financial Planning.  Susan has been in the financial planning profession for over 30 years and worked with many different advisers but just three firms. Over that time, she’s been involved in constructing processes within the firms she’s worked with, been authorised to provide advice, specialised in pensions both individual and corporate. She’s always been part of a team, and since 1999 has been involved in the management side. Paraplanning was something she did before a name was given to what we do and has been part of the Paraplanner Assembly since it started.
  • Dr. Thomas Mathar –  Insight Manager, Centre for Behavioural Research, Aegon UKDr. Tom is an internationally experienced customer and behaviour researcher. He’s held a breadth of research roles in healthcare, consumer industries and financial services and the public and private sector. Currently at Aegon, leading initiatives of its Centre for Behavioural Research.
    Dr. Tom leads Aegon’s insight initiatives at the Centre for Behavioural Research. He’s recently published this report into building trust with prospective clients and the findings of recent research on building trust on video calls.  

Want to ask a question on the topic already? Go on, once you’ve registered, pop your question under the Q&A section – don’t wait for the event, or email us here, or ask in real-time on the day.

Q&A: When, where and how much?

Q: When and where will the event take place?
A: It takes place on our crowdcast channel here and is on Wednesday 25 November, 1.00-2.00pm.

Q: What if I can’t make it to the event?
A: That’s the good news. Book a spot and watch a replay of the session whenever it suits you.

Q: How do I book my place and, if so, how much does it cost?
A: It’s FREE. Head over to the channel by clicking the ‘BOOK NOW’ button on this page, and once there click ‘SAVE MY SPOT’ for the event.

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25th November 2020

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