In this insightful session, Nick Clifton, Customer Experience Manager at Swiss Re, joins Jamie Page, Head of Protection Distribution, to discuss how behavioural economics can help you get more out of your protection conversations.
By the end of this session, you’ll have a good understanding of:
- The core principles of behavioural economics and how they can be applied to protection conversations
- Techniques to better understand and influence client behaviour
- Real-world examples to illustrate key concepts and practical take-aways that you can apply straight away.
This session is perfect for financial advisers who are looking to:
- Improve client engagement and satisfaction
- Increase the effectiveness of their protection conversations
- Learn how simple tweaks to language used with clients can have a significant impact
This session was recorded in December 2025 and counts towards 50 minutes of CPD.