Senior Vice President & Chief Operating Officer,
National Bank Independent Network
Women in Wealth Panel: Who Do We Trust and Why?
Join Herman Brodie, author, University of Edinburgh lecturer and Founder & CEO, Prospecta Limited, as he moderates this Women in Wealth Panel at the Investments & Wealth Forum – Toronto. As the author of The Trust Mandate, the behavioural science behind how asset managers REALLY win and keep clients, Brodie will moderate the panel of female business leaders as they discuss building and maintaining trust as a financial advisor.
Through the research his book was based on, Brodie found that the willingness to trust is driven by two fundamental evaluations we make about the other person: 1.) is about the other’s competence, namely their ability to make good things happen; 2.) is about their benevolence, namely, their motivation to make good things happen for us. Only those who score highly on those two dimensions are truly trusted. As a financial advisor learn what you can do to influence clients' trust.
Christine Rodrigues is the senior vice president and chief operating officer at National Bank Independent Network (NBIN) where she is responsible for business development, client training and implementation in addition to overseeing the product and risk management teams. Prior to joining NBIN, Rodrigues held a variety of roles at TD Waterhouse where she was awarded TD’s highest form of individual recognition, the Vision in Action Award of Distinction. Rodrigues is a board member of the Luso Canadian Charitable Society, a non-profit charitable organization that provides support services to adults with special needs. She has a Bachelor of Arts from York University.