Behavioral Finance

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Speakers

Many advisors observe, and would like to address, irrational client investment behavior. However they lack diagnostic tools and application guidelines to employ behavioral finance research with their clients. Our behaviorial finance speakers can help provide you with these solutions.

Bob Davies

Teaching Advisers the Science of How the Small Change of Accountability Leads to Large Results

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Jay Mooreland

Providing Financial Advisers the Tools to Anticipate & Manage Client Behavior Through Volatile Markets

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Mark Zinder

“Righting” Your Book following the DOL’s ruling. Helping advisors develop a new value proposition and action plan to become the advisor of choice.

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Michael Carpenter

Helping Financial Professionals Understand & Manage Risk in a Less Certain World

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Brett Danko

Brett Danko has a proven track record of providing high impact, interactive presentations and keynote speeches for a wide variety of audiences, covering a broad range of current financial planning topics.

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Stig Nybo

Stig has been intimately involved in the ongoing discussions surrounding the DOL Fiduciary Rule, how it will impact industry, and how to thrive in a ‘post rule’ world.

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