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How to live for today without costing tomorrow
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This Secrets of the Money Masters CPD course will give you insights into:
How anchoring bias can affect client behaviour (and how to manage it)
Teaching clients about a contrarian approach to investing
How COVID-19 has affected traditional retirement portfolios in Australia
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Course Content
Kate and Tony case study
The big picture: what’s ahead for Kate and Tony
How to manage clients who have a singular investment focus
Putting the big picture into action
Kate and Tony during COVID-19 update
What is the case for contrarian global equities?
The contrarian mindset
How to live for today without costing tomorrow
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