What’s the best way for advisors to set themselves apart from competitors — both human and robo? Behavioral finance may offer some answers.

By understanding how and why clients make financial decisions, planners can distinguish their practices and themselves in the marketplace. Behavioral finance approaches can help advisors improve their client communication, understand and possibly improve client financial decision making, build trust and even boost referrals and AUM.

Our panel of experts will introduce best practices, specific insights and useful tools. They will also discuss the implications of latest behavioral finance research. Join us for this exclusive and in-depth examination on some of the most advanced strategies being used by planners today.

Key Speakers

Paul Blease
Director of OppenheimerFunds CEO Advisor Institute
Sarah Newcomb
Behavioral Economist, Morningstar and HelloWallet
Chelsea Emery
Editor-in-Chief, Financial Planning