"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "
The most ignored area in financial literacy is truly the mental or neurological make-up of an individual. How would a person react to a situation? Or why does a person react to a situation in a particular way? This study is all about how a person is neuro-wired, or so to say hence neuro-fired in the wake of a situation developing. A study or insight in this area is still in the nascent stages. Yet it is so very important for us to understand it. Should go a long way in creating a healthy relationship with money. Very interesting subject.
Looking forward to the Financial Therapy session.
It is a superb topic for todays stressed, aspiring and globetrotter generation who understands that Money/Wealth is important yet Long term savings do not interest them that much. Good products and solutions alone cannot bridge the gap of communication.Time has come one has to act like a true financial doctor. We advisors/distributors should be able to restrain ourselves form product driven solutions and delve much dipper to understand our clients better
Great initiative. thanks. Looking fwd to the learning.
Amazing. This is a good initiative by Sundaram Mutual fund. I am curious in learning Financial Therapy.
WOW! A Badly need one. Its always PRODUCT knowledge or Sales Skills that AMCs impart on IFAs ignoring the Behavioural part and especially the practical one that you have just given an example of. Hope the project turns out to be as good as the Teaser. Best of luck