Behavioral finance biases can affect you and your clients, while habits like discipline and integrity are the keys to longevity. Barraza offers practical examples and simple strategies to improve your performance as a professional advisor as you seek to protect and strengthen your clients' finances. Learn how understanding your clients’ mindsets is crucial to safeguarding and strengthening your business.
Jorge Antonio Barraza has more than 20 years of experience in the financial industry as a personal lines insurance advisor. Eager to gain new knowledge, Barraza continually seeks professional development through courses and updates. He currently serves as a moderator at the Instituto Mexicano Educativo de Seguros y Fianzas, as well as a mentor and agent developer at MetLife. He is also a prominent speaker at MDRT events.
