The conventional tactics of asking questions to gain trust during client meetings are based on faulty and outdated assumptions. Five conversational recipes are needed to achieve a trust trifecta.

Dr David Lazenby, PortfolioConstruction Forum | 1.00 CE

Research in finology, neurology and psychology consistently reveal that our decisions are disrupted by an array of biases and irrationalities. Merely being aware of these shortcomings doesn’t fix the problem. The real question is ‘how can we do better?’

Dr David Lazenby, PortfolioConstruction Forum | 1.25 CE