Preet Banerjee

Speaking topics

Presentations listed below include in-person and virtual keynotes, as well as workshops, fireside chats, and other presentation formats.

• The Real Value of Human Insight and Advice in a Digital World

  Financial consumers need advice more than ever. While a laser-like focus on fees has taken centre stage, the role of value has taken a back seat. Using insights from his doctoral research into the value of financial advice across delivery channels, Preet Banerjee will explain how the industry has faced existential crises before, how they adapted, and what the future looks like for prosperous clients. Combining his background in neuroscience and finance, Preet will examine the two other pillars of value that financial advice providers can deliver: behavioural management, and comprehensive wealth management.

  Behaviour management starts with the premise that we are hard-wired to make bad decisions about money. Starting by examining the biological basis for this, strategies are then explained that improve the financial well-being of clients; strategies that advisors can utilize immediately, with demonstrable results.

  Finally, and most importantly, Preet will discuss his research which looks at the measurement and value of comprehensive wealth management. Robo-advisors and automated investment portfolios purport to be low-cost, but when measured in the context of all aspects of personal wealth management, may look very expensive compared to a full service advisor who deals with insurance, estate planning, tax planning, and more.

  There is real value in real advice.

• Behavioural Finance: Why We Are Hard-Wired To Make Bad Money Decisions

  Making better financial decisions can lower stress and increase productivity both at home and at work. Bringing together his background in neuroscience, money, and even cars, Preet Banerjee explains how the human brain is hard-wired to make bad decisions about money, and what you can do about it.

  Banerjee can customize this talk for any audience including for:

  • financial advisors
  • human resources professionals
  • college and university audiences

   

• Crisis-Ready Personal Finance

  The world is experiencing a health and economic crisis this generation has never seen before. In this keynote, Preet Banerjee provides a step-by-step action plan for managing your money.

  Get clarity with your finances, create a short-term strategy that accounts for the uncertainty of what’s going on, and learn what mistakes to avoid when it comes to your investments.

• Being a Trusted Advisor in Uncertain Times

  The value of financial advice is needed now more than ever. With an unprecedented health and economic crisis, all clients are questioning their financial decisions and futures; but good advice doesn’t work if clients don’t follow it.

  Drawing on insights from behavioural economics, coupled with his doctoral research into the value of financial advice across delivery channels, Preet Banerjee shares strategies to increase “advice adherence” with your clients, as well as how to use this opportunity to not only prove your value but attract new clients and increase referrals on a regular basis.