Executive Director, DCIIA Retirement Research Center
Warren Cormier is Executive Director of the DCIIA Retirement Research Center (RRC). He has previously served as CEO and co-founder of Boston Research Technologies and as president and founder of Boston Research Group. Warren is a veteran in the financial services industry with more than 25 years of experience in research for investment companies, banks and insurance companies. He is also recognized as a market research leader in the defined contribution industry. Warren is the cofounder of the Behavioral Finance Forum with Dr. Shlomo Benartzi and is based in Charlotte, North Carolina.
In my recent book, The Behavioral Economics Approach to Winning New Clients (and Keeping the Ones You Have!), I offer a dozen recommendations to financial advisors charged with stewarding their clients’ assets to ultimately improve the relationship between client and advisor. Several lessons are devoted to communication, specifically ways to employ trust, loss aversion and…