Venue
Online

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Event Date Tue May 24 UTC (4 months ago)
In your timezone (EDT): Mon May 23 8:00pm - Mon May 23 8:00pm
Location Online
Region All
Details

As a financial advisor, are you also a mediator, psychologist, or financial team leader? You may take on such roles when clients drift away from long-term goals, distracted by the constant flow of financial news and 24/7 access to information.

Gain insights on behavioral finance from professionals who will offer methods to keep clients calm and focused on their goals amid the overflow of financial data. Learn tips on how to incorporate a rules-based, cognitive thought process into a service-oriented practice, navigating the challenges of investor psychology. These practices are applicable to nearly every kind of client, whether a high-net-worth investor, business owner or celebrity.

Speakers

2022 Speaker

Matthew Bacchiochi
President, GAVIN Group a Connectus Partner

Dan Kraninger
CEO, NorthCoast Asset Management a Connectus Partner

MODERATOR

Molly Bennard
Managing Director, Focus Financial Partners Inc.

Sponsors & Partners

2022 Sponsor

• NorthCoast Asset Management