Introduction

Behavioral finance explores the psychological influences behind financial decision-making. This program empowers relationship managers to shift mindsets, improve stakeholder relationships, and enhance their advisory capabilities by integrating behavioral finance principles into client interactions. It provides tools to align client expectations with realistic financial strategies, ultimately contributing to business success.

Keywords

Behavioral finance, stakeholder management, financial decision-making, client engagement, advisory skills, client expectations, business success

What You Learn

1

How to shift mindsets and align with the realities and expectations of the relationship management role.

2

Core skills for managing and nurturing multiple stakeholder relationships.

3

Application of behavioral finance principles to elevate client advisory practices.

4

Techniques for engaging clients and addressing needs to build long-term relationships.

5

Insights into the psychological drivers of financial decisions and how to navigate them during consultations.

6

Strategies to use behavioral insights to improve client outcomes and support business growth.

This Is For You If

The goal is to strengthen advisory effectiveness and deepen client engagement by applying behavioral finance in relationship management.

How You Benefit

Understand how behavioral biases influence financial decisions and client expectations.

Improve stakeholder relationship management using psychology-driven communication strategies.

Enhance advisory capabilities by addressing client needs through behavioral insights.

Support organizational growth by fostering trust-based, purposeful client interactions.

The Silver Brook Advantage

End-to-End Program Management

Every program is managed end to end by the SB team through reminders, attendance, assignments, mentorships, and tests.

Going the Extra Mile

Each program is designed and delivered with a focus on maximizing learning outcomes and achieving the terminal objectives.

The Personal Touch

Our programs are tailor-made to our partner organizations and their individual learners.

Integration across Disciplines

Programs across Life Skills, Leadership, Business, and Technology for all industry sectors.

Why Learn from

Silver Brook

20,000

programs conducted in nearly 2 decades.

80%

of our clients are Fortune 500 companies.

92

out of 100 learners recommend our programs to others (NPS score).

483,000+

professionals have leveled up their skills and mindsets.

42%

of our programs are mandatory for some clients’ employees.

80%

of clients repeat our programs.

800

years of collective experience in planning and upskilling.

50+

Facilitators come from top management and leadership roles.

27

countries and growing…

Get it

Customized

Call us to talk to one of our learning advisors about your upskilling requirements or use the form below to send us a message.