To add value for clients and their businesses, advisors are being exhorted to blend behavioral finance techniques into their practices. But how does an advisor actually do that successfully? What must an advisor learn to identify behaviors affecting client decisions? We talk to experts and educators, advisors and innovators to detail the steps an advisor can take to apply behavioral finance to their work.

Key Speakers

Suleman Din
Managing Editor, Investment Advisor Group, SourceMedia
Victor Ricciardi
Assistant Professor of Financial Management at Goucher College in Baltimore, Maryland. Co-editor of Investor Behavior: The Psychology of Financial Planning and Investing.
Dan Egan
Director of Behavioral Finance and Investments, Betterment.
Michael Pompian
Founder and CIO, Sunpointe Investments