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Start with your complimentary biases assessment tool

Coaching through biases–yours and your clients’

Biases are unconscious beliefs or ideas that influence decisions. All humans have biases that affect their thinking. When financial advisers take time to understand what biases are and how they impact financial decisions—from their own perspective and their clients’—they are better equipped to coach clients toward better outcomes.

Our biases assessment tool is the first step in our 'Coaching through biases' toolkit. It will help you to identify what may be hindering yours or your clients' decision-making. 

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Ready to grow your business with the help of our toolkits?

Get professional advice on three growth themes that can help you deliver a more complete experience for your clients, including a “Things to consider” companion and sample tools for most topics. 

  • Getting referrals
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  • Coaching through biases

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