Interested in behavioral finance, but have always wondered about how to put ideas into practice? Please join us as we speak with advisers who have brought behavioral finance concepts into their daily work, leading to positive results for clients.

In addition they will also discuss:

  • The different approaches they applied and why
  • The behavioral finance structure implemented into their practices
  • How clients have received financial advice infused with behavioral analysis

Key Speakers

Suleman Din
Managing Editor, Financial Planning
J.D. Bruce
President, Abacus Wealth
Sarah Newcomb
Behavioral Economist, Morningstar and HelloWallet
Joe Duran
CEO, United Capital